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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
BMWS
1801
Brady Martz Wealth Solutions
North Dakota
$576K
TNA
1802
True North Advisors
Texas
$575K
FRM
1803
Fox Run Management
Connecticut
$575K
DIP
1804
Davis Investment Partners
North Carolina
$573K
AA
1805
Ancora Advisors
Ohio
$573K
CF
1806
Centaurus Financial
California
$573K
HA
1807
Herold Advisors
New York
$572K
CA
1808
Cache Advisors
California
$567K
NC
1809
North Capital
Utah
$567K
LSPW
1810
Lake Street Private Wealth
Illinois
$566K
HTIM
1811
Harbour Trust & Investment Management
Indiana
$565K
ZCI
1812
Zevenbergen Capital Investments
Washington
$565K
AF
1813
Apexium Financial
Texas
$564K
SNWA
1814
Siligmueller & Norvid Wealth Advisors
Illinois
$563K
VFG
1815
Victory Financial Group
Texas
$563K
ACM
1816
Arcataur Capital Management
Wisconsin
$561K
SOS
1817
Silver Oak Securities
Tennessee
$561K
TC
1818
TFR Capital
Texas
$560K
Acadian Asset Management
1819
Acadian Asset Management
Massachusetts
$558K
FA
1820
Fountainhead AM
New Jersey
$558K
PCM
1821
Prelude Capital Management
New York
$557K
OA
1822
Oxbow Advisors
Texas
$555K
CWM
1823
Centric Wealth Management
Illinois
$555K
M
1824
MOTCO
Texas
$554K
PWMG
1825
Prestige Wealth Management Group
New Jersey
$554K