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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
FFA
1851
Fragasso Financial Advisors
Pennsylvania
$533K
PWW
1852
Pettyjohn Wood & White
Virginia
$532K
HFS
1853
Heritage Financial Services
Massachusetts
$532K
PAM
1854
Paradigm Asset Management
New York
$531K
BSSFA
1855
Baron Silver Stevens Financial Advisors
Florida
$531K
CHC
1856
City Holding Co
West Virginia
$530K
ACM
1857
Allred Capital Management
Texas
$529K
SAM
1858
Strategy Asset Managers
California
$528K
KPWG
1859
KFA Private Wealth Group
Virginia
$528K
R
1860
Rebalance
California
$526K
AWM
1861
Austin Wealth Management
Texas
$525K
FBC
1862
Fairfield, Bush & Co
Connecticut
$525K
IRC
1863
Investors Research Corp
Georgia
$523K
PWP
1864
Phillips Wealth Planners
Mississippi
$522K
APIM
1865
Agate Pass Investment Management
Washington
$521K
LI
1866
LMCG Investments
Massachusetts
$519K
FDDB
1867
Fidelity D&D Bancorp
Pennsylvania
$518K
AF
1868
Apollon Financial
South Carolina
$518K
HWA
1869
HCR Wealth Advisors
California
$518K
FPL
1870
Fortress Private Ledger
North Carolina
$517K
FWIA
1871
Fort Washington Investment Advisors
Ohio
$516K
WI
1872
WrapManager Inc
California
$515K
IA
1873
Invested Advisors
Pennsylvania
$515K
ICP
1874
Impact Capital Partners
Colorado
$514K
TFA
1875
Toth Financial Advisory
Virginia
$513K