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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
MWM
1726
Maridea Wealth Management
New York
$653K
BA
1727
Ballast Advisors
Minnesota
$652K
TC
1728
Truvestments Capital
Florida
$652K
BCM
1729
Blume Capital Management
California
$652K
ATS
1730
Ashton Thomas Securities
New York
$652K
RPGK
1731
Retirement Planning Group (Kansas)
Kansas
$651K
TWM
1732
Tripletail Wealth Management
Florida
$651K
SIMG
1733
Sonora Investment Management Group
Arizona
$648K
PFW
1734
Petros Family Wealth
Minnesota
$646K
RZH
1735
Relyea Zuckerberg Hanson
Connecticut
$644K
CFA
1736
Capstone Financial Advisors
Illinois
$644K
TIA
1737
Tiemann Investment Advisors
California
$642K
ACM
1738
Avalon Capital Management
California
$642K
OFS
1739
OneAscent Financial Services
Alabama
$642K
CMTU
1740
Capital Markets Trading (UK)
United Kingdom
$642K
IFO
1741
Independent Family Office
New York
$642K
WKSWA
1742
White Knight Strategic Wealth Advisors
New Jersey
$641K
TCM
1743
Tang Capital Management
California
$641K
BLC
1744
Brown, Lisle/Cummings
Rhode Island
$639K
FF
1745
Francis Financial
$638K
KFS
1746
Kaizen Financial Strategies
California
$637K
DTC
1747
Davidson Trust Company
Washington
$636K
RCM
1748
Raleigh Capital Management
North Carolina
$633K
WIM
1749
Wittenberg Investment Management
Massachusetts
$631K
CIG
1750
Cairn Investment Group
Washington
$631K