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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
MFC
1751
Mechanics Financial Corp
Ohio
$623K
SIAP
1752
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$622K
RWP
1753
Ridgecrest Wealth Partners
California
$621K
CCWM
1754
Cassaday & Co Wealth Management
Virginia
$621K
NA
1755
Nautilus Advisors
California
$618K
MSWA
1756
Marshall & Sterling Wealth Advisors
New York
$613K
KCM
1757
Kathmere Capital Management
Pennsylvania
$613K
LSIA
1758
LaSalle St. Investment Advisors
Illinois
$612K
PAMG
1759
Patton Albertson Miller Group
Tennessee
$610K
SGK
1760
Steigerwald Gordon & Koch
Virginia
$608K
MCWA
1761
Meadow Creek Wealth Advisors
Georgia
$608K
KLI
1762
Kelman-Lazarov Inc
Tennessee
$606K
AHL
1763
Abel Hall LLC
Louisiana
$606K
MTIC
1764
Missouri Trust & Investment Company
Missouri
$605K
GAA
1765
Global Assets Advisory
Florida
$605K
SCP
1766
Sivia Capital Partners
California
$605K
FCM
1767
Fairbanks Capital Management
California
$605K
HIG
1768
Heritage Investment Group
Florida
$605K
WCM
1769
Whitener Capital Management
North Carolina
$605K
ATWA
1770
Arbor Trust Wealth Advisors
Michigan
$604K
SFG
1771
Sovereign Financial Group
Connecticut
$603K
WPW
1772
Waldron Private Wealth
Pennsylvania
$602K
CWM
1773
Centurion Wealth Management
Virginia
$601K
SMC
1774
Smith, Moore & Co
Missouri
$600K
FPW
1775
Flagship Private Wealth
Massachusetts
$600K