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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
AWA
2076
Alta Wealth Advisors
Massachusetts
$386K
SIC
2077
Samalin Investment Counsel
New York
$386K
EWA
2078
Encompass Wealth Advisors
Oregon
$386K
GWM
2079
Gitterman Wealth Management
New Jersey
$386K
CA
2080
Claro Advisors
Massachusetts
$384K
KBG
2081
Kahn Brothers Group
New York
$382K
GWP
2082
Gateway Wealth Partners
Wisconsin
$382K
GAM
2083
Groupama Asset Management
France
$382K
WMP
2084
Wealth Management Partners
Arizona
$380K
CIAS
2085
CFS Investment Advisory Services
New Jersey
$379K
PIP
2086
Peachtree Investment Partners
Florida
$379K
KWA
2087
Kellett Wealth Advisors
Ohio
$378K
DOA
2088
D'Orazio & Associates
Virginia
$377K
CG
2089
Clifford Group
Massachusetts
$377K
SEA
2090
Stegent Equity Advisors
Texas
$377K
OPPS
2091
Obsidian Personal Planning Solutions
Maryland
$377K
HI
2092
Hudock Inc
Pennsylvania
$376K
EFG
2093
Ehrlich Financial Group
California
$376K
PCWA
2094
Pacific Capital Wealth Advisors
California
$375K
UFA
2095
Uptown Financial Advisors
Texas
$374K
MC
2096
Middleton & Co
Massachusetts
$374K
CIP
2097
Convergence Investment Partners
Florida
$373K
KIG
2098
Kessler Investment Group
Indiana
$372K
TA
2099
TruWealth Advisors
Louisiana
$370K
UWP
2100
Uniting Wealth Partners
Kansas
$368K