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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
CH
1776
Cromwell Holdings
Wyoming
$596K
TVAMP
1777
Tennessee Valley Asset Management Partners
Tennessee
$595K
PFGIA
1778
Patriot Financial Group Insurance Agency
Massachusetts
$595K
LFS
1779
Legacy Financial Strategies
Kansas
$595K
ECM
1780
Eisler Capital Management
United Kingdom
$592K
TIM
1781
Thompson Investment Management
Wisconsin
$592K
HWM
1782
Hemington Wealth Management
Virginia
$591K
SC
1783
Schubert & Co
Texas
$591K
MSCM
1784
McElhenny Sheffield Capital Management
Texas
$591K
RMDI
1785
R.M. Davis Inc
Maine
$591K
AW
1786
Alteri Wealth
California
$590K
CAI
1787
Capital Advisors Inc
Oklahoma
$588K
ONST
1788
Old North State Trust
North Carolina
$587K
DC
1789
Diametric Capital
Massachusetts
$587K
SPWG
1790
Sage Private Wealth Group
Illinois
$587K
SLG
1791
Stanley-Laman Group
Pennsylvania
$586K
RCM
1792
RNC Capital Management
California
$585K
LWM
1793
Liberty Wealth Management
California
$582K
TNBTD
1794
Trustmark National Bank Trust Department
Mississippi
$581K
RFA
1795
Reyes Financial Architecture
California
$579K
CSPIA
1796
Cary Street Partners Investment Advisory
Virginia
$579K
HWMO
1797
Heritage Wealth Management (Ohio)
Ohio
$579K
EIP
1798
Ellis Investment Partners
Pennsylvania
$578K
IIC
1799
Integrated Investment Consultants
Michigan
$577K
BIM
1800
Barton Investment Management
Pennsylvania
$576K