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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
OL
1826
Optas LLC
Texas
$553K
TC
1827
Trilogy Capital
California
$552K
BFC
1828
Blue Fin Capital
Rhode Island
$548K
FM
1829
Foster & Motley
Ohio
$548K
BMWM
1830
Brown Miller Wealth Management
Virginia
$547K
SW
1831
Simplicity Wealth
New Jersey
$547K
1WM
1832
1858 Wealth Management
Ohio
$546K
RIG
1833
RiverFront Investment Group
Virginia
$546K
AWA
1834
Acorn Wealth Advisors
Michigan
$545K
NRI
1835
NFP Retirement Inc
California
$545K
TWP
1836
Tyche Wealth Partners
Texas
$543K
DP
1837
Dearborn Partners
Illinois
$543K
BL
1838
Balentine LLC
Georgia
$542K
SWM
1839
Silverlake Wealth Management
Vermont
$542K
SAM
1840
Strive Asset Management
Ohio
$541K
SW
1841
Solidarity Wealth
Utah
$540K
BOJHT
1842
Bank of Jackson Hole Trust
Wyoming
$538K
CP
1843
CenterBook Partners
Connecticut
$538K
PWS
1844
Peterson Wealth Services
Utah
$537K
HR
1845
Howe & Rusling
New York
$536K
RIM
1846
Rockbridge Investment Management
New York
$536K
Twin Tree Management
1847
Twin Tree Management
Texas
$536K
VA
1848
Valmark Advisers
Ohio
$536K
CPIA
1849
Cornell Pochily Investment Advisors
New York
$536K
RWPA
1850
Richard W. Paul & Associates
Michigan
$535K