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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
HIG
1776
Heritage Investment Group
Florida
$605K
WCM
1777
Whitener Capital Management
North Carolina
$605K
ATWA
1778
Arbor Trust Wealth Advisors
Michigan
$604K
SFG
1779
Sovereign Financial Group
Connecticut
$603K
WPW
1780
Waldron Private Wealth
Pennsylvania
$602K
CWM
1781
Centurion Wealth Management
Virginia
$601K
SMC
1782
Smith, Moore & Co
Missouri
$600K
FPW
1783
Flagship Private Wealth
Massachusetts
$600K
CH
1784
Cromwell Holdings
Wyoming
$596K
TVAMP
1785
Tennessee Valley Asset Management Partners
Tennessee
$595K
PFGIA
1786
Patriot Financial Group Insurance Agency
Massachusetts
$595K
LFS
1787
Legacy Financial Strategies
Kansas
$595K
ECM
1788
Eisler Capital Management
United Kingdom
$592K
TIM
1789
Thompson Investment Management
Wisconsin
$592K
HWM
1790
Hemington Wealth Management
Virginia
$591K
SC
1791
Schubert & Co
Texas
$591K
MSCM
1792
McElhenny Sheffield Capital Management
Texas
$591K
RMDI
1793
R.M. Davis Inc
Maine
$591K
AW
1794
Alteri Wealth
California
$590K
CAI
1795
Capital Advisors Inc
Oklahoma
$588K
ONST
1796
Old North State Trust
North Carolina
$587K
DC
1797
Diametric Capital
Massachusetts
$587K
SPWG
1798
Sage Private Wealth Group
Illinois
$587K
SLG
1799
Stanley-Laman Group
Pennsylvania
$586K
RCM
1800
RNC Capital Management
California
$585K