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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
MHR
2001
Matthew Hamilton Rosenberg
$425K
SH
2002
SLT Holdings
Arizona
$425K
4WM
2003
4J Wealth Management
Virginia
$425K
BP
2004
BBR Partners
New York
$424K
NFG
2005
Nadler Financial Group
Illinois
$424K
PIN
2006
Prudent Investors Network
California
$424K
CIAS
2007
Capital Investment Advisory Services
North Carolina
$424K
OFO
2008
OneAscent Family Office
Alabama
$424K
OPA
2009
Old Port Advisors
Maine
$424K
AAS
2010
Annex Advisory Services
Wisconsin
$423K
SWA
2011
SFMG Wealth Advisors
Texas
$422K
EPP
2012
ETF Portfolio Partners
Kansas
$422K
ECA
2013
Elevated Capital Advisors
Utah
$421K
MCM
2014
Mainstream Capital Management
California
$421K
BWM
2015
Birchcreek Wealth Management
Ohio
$420K
FGWP
2016
Founders Grove Wealth Partners
Virginia
$419K
VBFG
2017
Vishria Bird Financial Group
Tennessee
$418K
SCM
2018
Sterneck Capital Management
Missouri
$418K
BOPW
2019
Brandywine Oak Private Wealth
Pennsylvania
$418K
CMP
2020
Coston McIsaac & Partners
Maine
$417K
LW
2021
Libra Wealth
California
$417K
KB
2022
Kimelman & Baird
New York
$415K
HFM
2023
Harvest Fund Management
China
$415K
TLA
2024
Tanglewood Legacy Advisors
Texas
$414K
GFPC
2025
Global Financial Private Client
Florida
$414K