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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
WP
1976
WealthShield Partners
North Carolina
$441K
SN
1977
Sittner & Nelson
Oregon
$441K
A
1978
AlphaQuest
New York
$440K
SHJ
1979
Sharkey, Howes & Javer
Colorado
$439K
AWP
1980
Accretive Wealth Partners
New Jersey
$438K
ARMT
1981
Amica Retiree Medical Trust
Rhode Island
$438K
CAL
1982
Capital Advisors Ltd
Ohio
$438K
CFO
1983
CVA Family Office
Colorado
$434K
GA
1984
GSG Advisors
New Jersey
$434K
MMHP
1985
Murphy Middleton Hinkle & Parker
Georgia
$434K
AFT
1986
Alpha Family Trust
California
$433K
MBTD
1987
Mechanics Bank - Trust Department
California
$433K
KFA
1988
Kapstone Financial Advisors
Ohio
$433K
IIA
1989
IPG Investment Advisors
California
$433K
GAMC
1990
Garner Asset Management Corp
Texas
$432K
ISWM
1991
Independent Solutions Wealth Management
New York
$432K
FA
1992
Fagan Associates
New York
$432K
ACI
1993
Alpha Cubed Investments
California
$429K
VWM
1994
Vigilare Wealth Management
Arizona
$429K
KLCM
1995
KG&L Capital Management
Louisiana
$429K
BI
1996
Ballast Inc
Kentucky
$428K
PG
1997
Prostatis Group
Maryland
$427K
PL
1998
Perpetual Ltd
Australia
$426K
SAA
1999
Southeast Asset Advisors
Georgia
$426K
WDC
2000
Woodward Diversified Capital
California
$425K