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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
MAG
2026
Mayfair Advisory Group
Alabama
$412K
BSAM
2027
Blue Square Asset Management
New York
$412K
CAM
2028
Claret Asset Management
Quebec, Canada
$410K
KFI
2029
Key Financial Inc
Pennsylvania
$410K
RA
2030
Ruggaard & Associates
Ohio
$409K
CS
2031
Capital Square
Tennessee
$408K
1WM
2032
1900 Wealth Management
Texas
$407K
RPWA
2033
Regent Peak Wealth Advisors
Georgia
$407K
BPCE
2034
Bank Pictet & Cie (Europe)
Germany
$407K
FCM
2035
Firestone Capital Management
Florida
$407K
RSVP
2036
Ramsay Stattman Vela & Price
Colorado
$407K
BFG
2037
Bouchey Financial Group
New York
$407K
HPM
2038
Hoxton Planning & Management
West Virginia
$406K
CSB
2039
City State Bank
Iowa
$406K
AIM
2040
Advyzon Investment Management
Illinois
$406K
PGAM
2041
Princeton Global Asset Management
New Jersey
$405K
WQ
2042
Wealth Quarterback
New Jersey
$404K
MHC
2043
May Hill Capital
Massachusetts
$404K
HWA
2044
HHM Wealth Advisors
Tennessee
$404K
MF
2045
Manchester Financial
California
$401K
SMWM
2046
Silvia McColl Wealth Management
California
$401K
VFA
2047
Voya Financial Advisors
Connecticut
$401K
OFG
2048
Omega Financial Group
California
$399K
LSWP
2049
Liberty Square Wealth Partners
Pennsylvania
$396K
VCM
2050
Vivaldi Capital Management
Illinois
$396K