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American Express

2,703 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, 999 increasing their positions, 1,022 reducing their positions, and 104 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:

2% less repeat investments, than reductions

Existing positions increased: 999 | Existing positions reduced: 1,022

1.32% less ownership

Funds ownership: 84.84%83.53% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 10894 (-14)

Holders
2,703
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
PFW
1726
Petros Family Wealth
Minnesota
$646K
RZH
1727
Relyea Zuckerberg Hanson
Connecticut
$644K
CFA
1728
Capstone Financial Advisors
Illinois
$644K
TIA
1729
Tiemann Investment Advisors
California
$642K
ACM
1730
Avalon Capital Management
California
$642K
OFS
1731
OneAscent Financial Services
Alabama
$642K
CMTU
1732
Capital Markets Trading (UK)
United Kingdom
$642K
IFO
1733
Independent Family Office
New York
$642K
WKSWA
1734
White Knight Strategic Wealth Advisors
New Jersey
$641K
TCM
1735
Tang Capital Management
California
$641K
BLC
1736
Brown, Lisle/Cummings
Rhode Island
$639K
FF
1737
Francis Financial
$638K
KFS
1738
Kaizen Financial Strategies
California
$637K
DTC
1739
Davidson Trust Company
Washington
$636K
RCM
1740
Raleigh Capital Management
North Carolina
$633K
WIM
1741
Wittenberg Investment Management
Massachusetts
$631K
CIG
1742
Cairn Investment Group
Washington
$631K
JWA
1743
JFS Wealth Advisors
Pennsylvania
$631K
WBC
1744
West Branch Capital
Massachusetts
$630K
PF
1745
Phoenix Financial
Israel
$628K
PWP
1746
PrairieView Wealth Partners
Illinois
$627K
CP
1747
Clarendon Private
Massachusetts
$627K
ZIG
1748
Zullo Investment Group
Pennsylvania
$626K
TS
1749
TradeWell Securities
Indiana
$625K
FMLI
1750
Fukoku Mutual Life Insurance
Japan
$624K