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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
SWR
1901
Spahn Wealth & Retirement
Arizona
$498K
PAS
1902
Professional Advisory Services
Florida
$498K
CT
1903
Clearstead Trust
Maine
$498K
WAG
1904
Winthrop Advisory Group
Massachusetts
$497K
PG
1905
Patten Group
Tennessee
$495K
PCM
1906
Princeton Capital Management
New Jersey
$495K
AA
1907
Aire Advisors
California
$492K
WCM
1908
Windsor Capital Management
Arizona
$490K
WC
1909
Waterloo Capital
Texas
$488K
AWA
1910
Amplius Wealth Advisors
Pennsylvania
$488K
FBFS
1911
First Business Financial Services
Wisconsin
$488K
VNA
1912
Valley National Advisers
Pennsylvania
$487K
CPC
1913
Consolidated Planning Corp
Georgia
$486K
RWP
1914
Revolve Wealth Partners
New Jersey
$486K
FB
1915
First Bancorp
Maine
$486K
SCA
1916
Sandy Cove Advisors
Massachusetts
$485K
CCM
1917
Crew Capital Management
Ohio
$485K
JJBC
1918
James J. Burns & Company
New York
$483K
VCM
1919
Versant Capital Management
Arizona
$482K
FAM
1920
Formidable Asset Management
Ohio
$481K
WA
1921
Wealthstar Advisors
Texas
$481K
PCP
1922
Proficio Capital Partners
Massachusetts
$480K
ECAM
1923
East Coast Asset Management
Massachusetts
$479K
FA
1924
Financial Advisors
Massachusetts
$478K
EWS
1925
Evergreen Wealth Solutions
Pennsylvania
$476K