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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
APWA
1951
Atlas Private Wealth Advisors
New Jersey
$463K
KP
1952
Kitching Partners
Pennsylvania
$463K
LC
1953
LCNB Corp
Ohio
$462K
WTB
1954
Washington Trust Bank
Washington
$462K
XT
1955
XTX Topco
Cayman Islands
$461K
MWM
1956
MinichMacGregor Wealth Management
New York
$461K
FOA
1957
Five Oceans Advisors
California
$460K
AWAU
1958
Alliance Wealth Advisors (Utah)
Utah
$459K
HCA
1959
Hyperion Capital Advisors
New York
$458K
WCFA
1960
Walkner Condon Financial Advisors
Wisconsin
$458K
BFM
1961
Boothbay Fund Management
New York
$457K
JWBC
1962
J.W. Burns & Co
New York
$455K
AAG
1963
Armstrong Advisory Group
Massachusetts
$455K
1CP
1964
17 Capital Partners
Arizona
$454K
HFS
1965
Howard Financial Services
Texas
$454K
CAG
1966
Centerpoint Advisory Group
Kansas
$453K
FFBTD
1967
First Financial Bank - Trust Division
Ohio
$452K
KA
1968
KLCM Advisors
Wisconsin
$451K
CTA
1969
Colonial Trust Advisors
South Carolina
$450K
KWM
1970
Keebeck Wealth Management
Illinois
$450K
LPT
1971
Legacy Private Trust
Wisconsin
$450K
SAM
1972
Summit Asset Management
Tennessee
$448K
NAMP
1973
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$448K
OWM
1974
OneAscent Wealth Management
Alabama
$447K
SCM
1975
Schnieders Capital Management
California
$446K