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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
CIA
1901
Compass Ion Advisors
Pennsylvania
$501K
MPIA
1902
Mountain Pacific Investment Advisers
Idaho
$500K
JIP
1903
Jaffetilchin Investment Partners
Florida
$500K
WAM
1904
Walker Asset Management
Missouri
$499K
HP
1905
Holowesko Partners
Bahamas
$498K
BI
1906
Bramshill Investments
Florida
$498K
AAIM
1907
Asset Advisors Investment Management
Georgia
$498K
WA1
1908
Wimmer Associates 1
California
$498K
SWR
1909
Spahn Wealth & Retirement
Arizona
$498K
PAS
1910
Professional Advisory Services
Florida
$498K
CT
1911
Clearstead Trust
Maine
$498K
WAG
1912
Winthrop Advisory Group
Massachusetts
$497K
PG
1913
Patten Group
Tennessee
$495K
PCM
1914
Princeton Capital Management
New Jersey
$495K
AA
1915
Aire Advisors
California
$492K
WCM
1916
Windsor Capital Management
Arizona
$490K
WC
1917
Waterloo Capital
Texas
$488K
AWA
1918
Amplius Wealth Advisors
Pennsylvania
$488K
FBFS
1919
First Business Financial Services
Wisconsin
$488K
VNA
1920
Valley National Advisers
Pennsylvania
$487K
CPC
1921
Consolidated Planning Corp
Georgia
$486K
RWP
1922
Revolve Wealth Partners
New Jersey
$486K
FB
1923
First Bancorp
Maine
$486K
SCA
1924
Sandy Cove Advisors
Massachusetts
$485K
CCM
1925
Crew Capital Management
Ohio
$485K