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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
CP
1851
CenterBook Partners
Connecticut
$538K
PWS
1852
Peterson Wealth Services
Utah
$537K
HR
1853
Howe & Rusling
New York
$536K
RIM
1854
Rockbridge Investment Management
New York
$536K
Twin Tree Management
1855
Twin Tree Management
Texas
$536K
VA
1856
Valmark Advisers
Ohio
$536K
CPIA
1857
Cornell Pochily Investment Advisors
New York
$536K
RWPA
1858
Richard W. Paul & Associates
Michigan
$535K
FFA
1859
Fragasso Financial Advisors
Pennsylvania
$533K
PWW
1860
Pettyjohn Wood & White
Virginia
$532K
HFS
1861
Heritage Financial Services
Massachusetts
$532K
PAM
1862
Paradigm Asset Management
New York
$531K
BSSFA
1863
Baron Silver Stevens Financial Advisors
Florida
$531K
CHC
1864
City Holding Co
West Virginia
$530K
ACM
1865
Allred Capital Management
Texas
$529K
SAM
1866
Strategy Asset Managers
California
$528K
KPWG
1867
KFA Private Wealth Group
Virginia
$528K
R
1868
Rebalance
California
$526K
AWM
1869
Austin Wealth Management
Texas
$525K
FBC
1870
Fairfield, Bush & Co
Connecticut
$525K
IRC
1871
Investors Research Corp
Georgia
$523K
PWP
1872
Phillips Wealth Planners
Mississippi
$522K
APIM
1873
Agate Pass Investment Management
Washington
$521K
LI
1874
LMCG Investments
Massachusetts
$519K
FDDB
1875
Fidelity D&D Bancorp
Pennsylvania
$518K