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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
6F
1926
626 Financial
Michigan
$475K
SDAM
1927
Shulman DeMeo Asset Management
New York
$474K
HWA
1928
Heritage Wealth Advisors
Virginia
$474K
DWM
1929
Drive Wealth Management
Utah
$474K
MIM
1930
Merrion Investment Management
New Jersey
$470K
FWM
1931
Forza Wealth Management
Florida
$470K
BW
1932
BXM Wealth
Colorado
$470K
KOC
1933
Koss-Olinger Consulting
Florida
$469K
MCM
1934
Mendel Capital Management
Arkansas
$469K
RIA
1935
Regal Investment Advisors
Michigan
$468K
TIM
1936
Tortoise Investment Management
New York
$468K
NB
1937
Northwest Bancshares
Pennsylvania
$468K
JSSH
1938
J. Safra Sarasin Holding
$467K
WCA
1939
Westover Capital Advisors
Delaware
$465K
BCM
1940
Bayesian Capital Management
New York
$465K
XF
1941
XML Financial
Maryland
$464K
TNAM
1942
Terra Nova Asset Management
New York
$464K
APWA
1943
Atlas Private Wealth Advisors
New Jersey
$463K
KP
1944
Kitching Partners
Pennsylvania
$463K
LC
1945
LCNB Corp
Ohio
$462K
WTB
1946
Washington Trust Bank
Washington
$462K
XT
1947
XTX Topco
Cayman Islands
$461K
MWM
1948
MinichMacGregor Wealth Management
New York
$461K
FOA
1949
Five Oceans Advisors
California
$460K
AWAU
1950
Alliance Wealth Advisors (Utah)
Utah
$459K