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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
ISFAN
1876
Investor's Fiduciary Advisor Network
Washington
$512K
EWA
1877
Exencial Wealth Advisors
Oklahoma
$512K
DAM
1878
Delta Asset Management
Tennessee
$511K
OL
1879
OneFund LLC
Florida
$511K
MG
1880
Marex Group
$511K
MW
1881
MBL Wealth
North Carolina
$510K
MW
1882
Maia Wealth
Colorado
$508K
FWI
1883
Facet Wealth Inc
Maryland
$507K
AWM
1884
Aprio Wealth Management
Georgia
$507K
BCFD
1885
Boit C.F. David
$507K
OCM
1886
Osterweis Capital Management
California
$507K
PWA
1887
Physician Wealth Advisors
Utah
$505K
SIM
1888
Sentry Investment Management
Wisconsin
$503K
RIM
1889
Redwood Investment Management
Arizona
$503K
SFWC
1890
Strategic Family Wealth Counselors
New Jersey
$503K
OC
1891
Optima Capital
Oregon
$501K
CFG
1892
Carter Financial Group
Illinois
$501K
CIA
1893
Compass Ion Advisors
Pennsylvania
$501K
MPIA
1894
Mountain Pacific Investment Advisers
Idaho
$500K
JIP
1895
Jaffetilchin Investment Partners
Florida
$500K
WAM
1896
Walker Asset Management
Missouri
$499K
BI
1897
Bramshill Investments
Florida
$498K
HP
1898
Holowesko Partners
Bahamas
$498K
WA1
1899
Wimmer Associates 1
California
$498K
AAIM
1900
Asset Advisors Investment Management
Georgia
$498K