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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
AF
1876
Apollon Financial
South Carolina
$518K
HWA
1877
HCR Wealth Advisors
California
$518K
FPL
1878
Fortress Private Ledger
North Carolina
$517K
FWIA
1879
Fort Washington Investment Advisors
Ohio
$516K
WI
1880
WrapManager Inc
California
$515K
IA
1881
Invested Advisors
Pennsylvania
$515K
ICP
1882
Impact Capital Partners
Colorado
$514K
TFA
1883
Toth Financial Advisory
Virginia
$513K
ISFAN
1884
Investor's Fiduciary Advisor Network
Washington
$512K
EWA
1885
Exencial Wealth Advisors
Oklahoma
$512K
DAM
1886
Delta Asset Management
Tennessee
$511K
OL
1887
OneFund LLC
Florida
$511K
MG
1888
Marex Group
$511K
MW
1889
MBL Wealth
North Carolina
$510K
MW
1890
Maia Wealth
Colorado
$508K
FWI
1891
Facet Wealth Inc
Maryland
$507K
AWM
1892
Aprio Wealth Management
Georgia
$507K
BCFD
1893
Boit C.F. David
$507K
OCM
1894
Osterweis Capital Management
California
$507K
PWA
1895
Physician Wealth Advisors
Utah
$505K
SIM
1896
Sentry Investment Management
Wisconsin
$503K
RIM
1897
Redwood Investment Management
Arizona
$503K
SFWC
1898
Strategic Family Wealth Counselors
New Jersey
$503K
OC
1899
Optima Capital
Oregon
$501K
CFG
1900
Carter Financial Group
Illinois
$501K