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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
ACI
2001
Alpha Cubed Investments
California
$429K
VWM
2002
Vigilare Wealth Management
Arizona
$429K
KLCM
2003
KG&L Capital Management
Louisiana
$429K
BI
2004
Ballast Inc
Kentucky
$428K
PG
2005
Prostatis Group
Maryland
$427K
PL
2006
Perpetual Ltd
Australia
$426K
SAA
2007
Southeast Asset Advisors
Georgia
$426K
WDC
2008
Woodward Diversified Capital
California
$425K
MHR
2009
Matthew Hamilton Rosenberg
$425K
SH
2010
SLT Holdings
Arizona
$425K
4WM
2011
4J Wealth Management
Virginia
$425K
BP
2012
BBR Partners
New York
$424K
NFG
2013
Nadler Financial Group
Illinois
$424K
PIN
2014
Prudent Investors Network
California
$424K
CIAS
2015
Capital Investment Advisory Services
North Carolina
$424K
OFO
2016
OneAscent Family Office
Alabama
$424K
OPA
2017
Old Port Advisors
Maine
$424K
AAS
2018
Annex Advisory Services
Wisconsin
$423K
SWA
2019
SFMG Wealth Advisors
Texas
$422K
EPP
2020
ETF Portfolio Partners
Kansas
$422K
ECA
2021
Elevated Capital Advisors
Utah
$421K
MCM
2022
Mainstream Capital Management
California
$421K
BWM
2023
Birchcreek Wealth Management
Ohio
$420K
FGWP
2024
Founders Grove Wealth Partners
Virginia
$419K
VBFG
2025
Vishria Bird Financial Group
Tennessee
$418K