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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
HCA
1951
Hyperion Capital Advisors
New York
$458K
WCFA
1952
Walkner Condon Financial Advisors
Wisconsin
$458K
BFM
1953
Boothbay Fund Management
New York
$457K
JWBC
1954
J.W. Burns & Co
New York
$455K
AAG
1955
Armstrong Advisory Group
Massachusetts
$455K
1CP
1956
17 Capital Partners
Arizona
$454K
HFS
1957
Howard Financial Services
Texas
$454K
CAG
1958
Centerpoint Advisory Group
Kansas
$453K
FFBTD
1959
First Financial Bank - Trust Division
Ohio
$452K
KA
1960
KLCM Advisors
Wisconsin
$451K
CTA
1961
Colonial Trust Advisors
South Carolina
$450K
KWM
1962
Keebeck Wealth Management
Illinois
$450K
LPT
1963
Legacy Private Trust
Wisconsin
$450K
NAMP
1964
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$448K
SAM
1965
Summit Asset Management
Tennessee
$448K
OWM
1966
OneAscent Wealth Management
Alabama
$447K
SCM
1967
Schnieders Capital Management
California
$446K
AGA
1968
Arkos Global Advisors
Texas
$446K
PMSA
1969
Patrick M. Sweeney & Associates
Illinois
$445K
LIWM
1970
Long Island Wealth Management
New York
$445K
TCOTS
1971
Trust Company of the South
North Carolina
$444K
FFIC
1972
First Fiduciary Investment Counsel
Ohio
$443K
SG
1973
Sienna Gestion
France
$442K
SFG
1974
Shum Financial Group
California
$442K
BW
1975
BIP Wealth
Georgia
$441K