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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
AWA
2051
AGH Wealth Advisors
Kansas
$395K
YDMI
2052
Y.D. More Investments
Israel
$394K
CAAS
2053
Capital Asset Advisory Services
Michigan
$394K
VC
2054
Vicus Capital
Pennsylvania
$393K
HFS
2055
Hantz Financial Services
Michigan
$393K
APG
2056
Abacus Planning Group
South Carolina
$392K
MIC
2057
Means Investment Company
Maine
$392K
VCP
2058
Vista Capital Partners
Oregon
$392K
NWM
2059
Northwest Wealth Management
Iowa
$391K
EGA
2060
E&G Advisors
Texas
$391K
MIM
2061
Montgomery Investment Management
Maryland
$390K
BTWM
2062
Brass Tax Wealth Management
Ohio
$390K
HWA
2063
Heartwood Wealth Advisors
Virginia
$389K
IC
2064
Inscription Capital
Texas
$387K
JF
2065
Joule Financial
Kentucky
$387K
BCM
2066
Berbice Capital Management
New York
$387K
AWA
2067
Alta Wealth Advisors
Massachusetts
$386K
SIC
2068
Samalin Investment Counsel
New York
$386K
EWA
2069
Encompass Wealth Advisors
Oregon
$386K
GWM
2070
Gitterman Wealth Management
New Jersey
$386K
CA
2071
Claro Advisors
Massachusetts
$384K
KBG
2072
Kahn Brothers Group
New York
$382K
GWP
2073
Gateway Wealth Partners
Wisconsin
$382K
GAM
2074
Groupama Asset Management
France
$382K
WMP
2075
Wealth Management Partners
Arizona
$380K