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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
PWP
2101
Perfromance Wealth Partners
Illinois
$362K
SFG
2102
SevenBridge Financial Group
Pennsylvania
$362K
RAM
2103
Redmond Asset Management
Virginia
$361K
PCMC
2104
Paragon Capital Management (Colorado)
Colorado
$361K
BWA
2105
Bestgate Wealth Advisors
Maryland
$360K
BCM
2106
BTC Capital Management
Iowa
$360K
BDF
2107
Black Diamond Financial
Maryland
$360K
TCBWMS
2108
Texas Capital Bank Wealth Management Services
Texas
$360K
GIA
2109
Guyasuta Investment Advisors
Pennsylvania
$359K
OIS
2110
OneAscent Investment Solutions
Alabama
$357K
FPB
2111
First PREMIER Bank
South Dakota
$357K
CFS
2112
CRA Financial Services
New Jersey
$357K
SPAS
2113
Spectrum Planning & Advisory Services
California
$357K
Wolverine Trading
2114
Wolverine Trading
Illinois
$356K
PCM
2115
Park Capital Management
Wisconsin
$356K
SFP
2116
Shepherd Financial Partners
Massachusetts
$355K
AWM
2117
Accel Wealth Management
Iowa
$355K
AA
2118
Acorns Advisers
California
$355K
AT
2119
Arlington Trust
Alabama
$355K
FFP
2120
FourThought Financial Partners
Florida
$354K
ACM
2121
Aster Capital Management
United Arab Emirates
$354K
OWA
2122
Octavia Wealth Advisors
Ohio
$353K
OC
2123
Opinicus Capital
Florida
$352K
EDRH
2124
Edmond de Rothschild Holding
Switzerland
$351K
BA
2125
Bristlecone Advisors
Washington
$349K