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American Express

2,719 hedge funds and large institutions have $193B invested in American Express in 2025 Q3 according to their latest regulatory filings, with 177 funds opening new positions, 1,004 increasing their positions, 1,030 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3% less repeat investments, than reductions

Existing positions increased: 1,004 | Existing positions reduced: 1,030

1.39% less ownership

Funds ownership: 84.93%83.54% (-1.4%)

13% less funds holding in top 10

Funds holding in top 10: 10894 (-14)

Holders
2,719
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
94
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.18B
Puts
$2.6B
Net Calls
Net Calls Change

Top Buyers

1 +$1.04B
2 +$398M
3 +$279M
4
Amundi
Amundi
France
+$178M
5
CWP
Capital Wealth Planning
Florida
+$112M
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
1701
Adirondack Trust Company
New York
$677K
AF
1702
Atala Financial
California
$675K
SWMP
1703
Signature Wealth Management Partners
New Jersey
$674K
FWA
1704
FSM Wealth Advisors
Ohio
$674K
AWM
1705
Aberdeen Wealth Management
Illinois
$673K
KF
1706
KKM Financial
Illinois
$673K
RFP
1707
Root Financial Partners
California
$672K
RPC
1708
Rossmore Private Capital
Connecticut
$671K
KAS
1709
KPP Advisory Services
Kentucky
$671K
SOW
1710
State of Wyoming
Wyoming
$670K
OFG
1711
Oxford Financial Group
Indiana
$668K
SFG
1712
Sunburst Financial Group
Alabama
$668K
PWP
1713
Precedent Wealth Partners
Texas
$665K
HA
1714
Harbor Advisors
Florida
$664K
PHM
1715
Prospect Hill Management
New Jersey
$664K
CA
1716
Capital Advantage
California
$664K
MCM
1717
Magnolia Capital Management
New York
$664K
GCA
1718
Genesee Capital Advisors
New York
$663K
LCGC
1719
Legacy Capital Group California
California
$660K
PAW
1720
Plan A Wealth
Nebraska
$658K
DDPIC
1721
Deroy & Devereaux Private Investment Counsel
Michigan
$657K
AIM
1722
Allen Investment Management
New York
$656K
PWM
1723
Pines Wealth Management
North Carolina
$655K
KWS
1724
Keystone Wealth Services
California
$654K
SL
1725
Sentinus LLC
Illinois
$653K