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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
WQ
2051
Wealth Quarterback
New Jersey
$404K
MHC
2052
May Hill Capital
Massachusetts
$404K
HWA
2053
HHM Wealth Advisors
Tennessee
$404K
MF
2054
Manchester Financial
California
$401K
SMWM
2055
Silvia McColl Wealth Management
California
$401K
VFA
2056
Voya Financial Advisors
Connecticut
$401K
OFG
2057
Omega Financial Group
California
$399K
LSWP
2058
Liberty Square Wealth Partners
Pennsylvania
$396K
VCM
2059
Vivaldi Capital Management
Illinois
$396K
AWA
2060
AGH Wealth Advisors
Kansas
$395K
YDMI
2061
Y.D. More Investments
Israel
$394K
CAAS
2062
Capital Asset Advisory Services
Michigan
$394K
VC
2063
Vicus Capital
Pennsylvania
$393K
HFS
2064
Hantz Financial Services
Michigan
$393K
APG
2065
Abacus Planning Group
South Carolina
$392K
MIC
2066
Means Investment Company
Maine
$392K
VCP
2067
Vista Capital Partners
Oregon
$392K
NWM
2068
Northwest Wealth Management
Iowa
$391K
EGA
2069
E&G Advisors
Texas
$391K
MIM
2070
Montgomery Investment Management
Maryland
$390K
BTWM
2071
Brass Tax Wealth Management
Ohio
$390K
HWA
2072
Heartwood Wealth Advisors
Virginia
$389K
IC
2073
Inscription Capital
Texas
$387K
JF
2074
Joule Financial
Kentucky
$387K
BCM
2075
Berbice Capital Management
New York
$387K