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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
JWA
1751
JFS Wealth Advisors
Pennsylvania
$631K
WBC
1752
West Branch Capital
Massachusetts
$630K
PF
1753
Phoenix Financial
Israel
$628K
PWP
1754
PrairieView Wealth Partners
Illinois
$627K
CP
1755
Clarendon Private
Massachusetts
$627K
ZIG
1756
Zullo Investment Group
Pennsylvania
$626K
TS
1757
TradeWell Securities
Indiana
$625K
FMLI
1758
Fukoku Mutual Life Insurance
Japan
$624K
MFC
1759
Mechanics Financial Corp
Ohio
$623K
SIAP
1760
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$622K
RWP
1761
Ridgecrest Wealth Partners
California
$621K
CCWM
1762
Cassaday & Co Wealth Management
Virginia
$621K
NA
1763
Nautilus Advisors
California
$618K
MSWA
1764
Marshall & Sterling Wealth Advisors
New York
$613K
KCM
1765
Kathmere Capital Management
Pennsylvania
$613K
LSIA
1766
LaSalle St. Investment Advisors
Illinois
$612K
PAMG
1767
Patton Albertson Miller Group
Tennessee
$610K
SGK
1768
Steigerwald Gordon & Koch
Virginia
$608K
MCWA
1769
Meadow Creek Wealth Advisors
Georgia
$608K
KLI
1770
Kelman-Lazarov Inc
Tennessee
$606K
AHL
1771
Abel Hall LLC
Louisiana
$606K
MTIC
1772
Missouri Trust & Investment Company
Missouri
$605K
GAA
1773
Global Assets Advisory
Florida
$605K
SCP
1774
Sivia Capital Partners
California
$605K
FCM
1775
Fairbanks Capital Management
California
$605K