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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
JJBC
1926
James J. Burns & Company
New York
$483K
VCM
1927
Versant Capital Management
Arizona
$482K
FAM
1928
Formidable Asset Management
Ohio
$481K
WA
1929
Wealthstar Advisors
Texas
$481K
PCP
1930
Proficio Capital Partners
Massachusetts
$480K
ECAM
1931
East Coast Asset Management
Massachusetts
$479K
FA
1932
Financial Advisors
Massachusetts
$478K
EWS
1933
Evergreen Wealth Solutions
Pennsylvania
$476K
6F
1934
626 Financial
Michigan
$475K
SDAM
1935
Shulman DeMeo Asset Management
New York
$474K
HWA
1936
Heritage Wealth Advisors
Virginia
$474K
DWM
1937
Drive Wealth Management
Utah
$474K
MIM
1938
Merrion Investment Management
New Jersey
$470K
FWM
1939
Forza Wealth Management
Florida
$470K
BW
1940
BXM Wealth
Colorado
$470K
KOC
1941
Koss-Olinger Consulting
Florida
$469K
MCM
1942
Mendel Capital Management
Arkansas
$469K
RIA
1943
Regal Investment Advisors
Michigan
$468K
TIM
1944
Tortoise Investment Management
New York
$468K
NB
1945
Northwest Bancshares
Pennsylvania
$468K
JSSH
1946
J. Safra Sarasin Holding
$467K
WCA
1947
Westover Capital Advisors
Delaware
$465K
BCM
1948
Bayesian Capital Management
New York
$465K
XF
1949
XML Financial
Maryland
$464K
TNAM
1950
Terra Nova Asset Management
New York
$464K