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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
AGA
1976
Arkos Global Advisors
Texas
$446K
PMSA
1977
Patrick M. Sweeney & Associates
Illinois
$445K
LIWM
1978
Long Island Wealth Management
New York
$445K
TCOTS
1979
Trust Company of the South
North Carolina
$444K
FFIC
1980
First Fiduciary Investment Counsel
Ohio
$443K
SG
1981
Sienna Gestion
France
$442K
SFG
1982
Shum Financial Group
California
$442K
BW
1983
BIP Wealth
Georgia
$441K
WP
1984
WealthShield Partners
North Carolina
$441K
SN
1985
Sittner & Nelson
Oregon
$441K
A
1986
AlphaQuest
New York
$440K
SHJ
1987
Sharkey, Howes & Javer
Colorado
$439K
AWP
1988
Accretive Wealth Partners
New Jersey
$438K
ARMT
1989
Amica Retiree Medical Trust
Rhode Island
$438K
CAL
1990
Capital Advisors Ltd
Ohio
$438K
CFO
1991
CVA Family Office
Colorado
$434K
GA
1992
GSG Advisors
New Jersey
$434K
MMHP
1993
Murphy Middleton Hinkle & Parker
Georgia
$434K
AFT
1994
Alpha Family Trust
California
$433K
MBTD
1995
Mechanics Bank - Trust Department
California
$433K
KFA
1996
Kapstone Financial Advisors
Ohio
$433K
IIA
1997
IPG Investment Advisors
California
$433K
GAMC
1998
Garner Asset Management Corp
Texas
$432K
ISWM
1999
Independent Solutions Wealth Management
New York
$432K
FA
2000
Fagan Associates
New York
$432K