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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
SCM
2026
Sterneck Capital Management
Missouri
$418K
BOPW
2027
Brandywine Oak Private Wealth
Pennsylvania
$418K
CMP
2028
Coston McIsaac & Partners
Maine
$417K
LW
2029
Libra Wealth
California
$417K
AMG
2030
Advisors Management Group
Wisconsin
$416K
KB
2031
Kimelman & Baird
New York
$415K
HFM
2032
Harvest Fund Management
China
$415K
TLA
2033
Tanglewood Legacy Advisors
Texas
$414K
GFPC
2034
Global Financial Private Client
Florida
$414K
MAG
2035
Mayfair Advisory Group
Alabama
$412K
BSAM
2036
Blue Square Asset Management
New York
$412K
CAM
2037
Claret Asset Management
Quebec, Canada
$410K
KFI
2038
Key Financial Inc
Pennsylvania
$410K
RA
2039
Ruggaard & Associates
Ohio
$409K
CS
2040
Capital Square
Tennessee
$408K
1WM
2041
1900 Wealth Management
Texas
$407K
RPWA
2042
Regent Peak Wealth Advisors
Georgia
$407K
BPCE
2043
Bank Pictet & Cie (Europe)
Germany
$407K
RSVP
2044
Ramsay Stattman Vela & Price
Colorado
$407K
FCM
2045
Firestone Capital Management
Florida
$407K
BFG
2046
Bouchey Financial Group
New York
$407K
HPM
2047
Hoxton Planning & Management
West Virginia
$406K
CSB
2048
City State Bank
Iowa
$406K
AIM
2049
Advyzon Investment Management
Illinois
$406K
PGAM
2050
Princeton Global Asset Management
New Jersey
$405K