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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
SSWM
2101
Strait & Sound Wealth Management
California
$368K
CL
2102
COWA LLC
Oklahoma
$367K
HIIFS
2103
Harel Insurance Investments & Financial Services
Israel
$367K
PCA
2104
Providence Capital Advisors
North Carolina
$366K
SFG
2105
Stonebridge Financial Group
Pennsylvania
$366K
APW
2106
Acima Private Wealth
Virginia
$365K
WFA
2107
Wellspring Financial Advisors
Ohio
$364K
NAMNJ
2108
NorthStar Asset Management (New Jersey)
New Jersey
$363K
SWTS
2109
Stonehaven Wealth & Tax Solutions
Wisconsin
$363K
PWP
2110
Perfromance Wealth Partners
Illinois
$362K
SFG
2111
SevenBridge Financial Group
Pennsylvania
$362K
RAM
2112
Redmond Asset Management
Virginia
$361K
PCMC
2113
Paragon Capital Management (Colorado)
Colorado
$361K
BCM
2114
BTC Capital Management
Iowa
$360K
BWA
2115
Bestgate Wealth Advisors
Maryland
$360K
BDF
2116
Black Diamond Financial
Maryland
$360K
TCBWMS
2117
Texas Capital Bank Wealth Management Services
Texas
$360K
GIA
2118
Guyasuta Investment Advisors
Pennsylvania
$359K
OIS
2119
OneAscent Investment Solutions
Alabama
$357K
FPB
2120
First PREMIER Bank
South Dakota
$357K
CFS
2121
CRA Financial Services
New Jersey
$357K
SPAS
2122
Spectrum Planning & Advisory Services
California
$357K
Wolverine Trading
2123
Wolverine Trading
Illinois
$356K
PCM
2124
Park Capital Management
Wisconsin
$356K
SFP
2125
Shepherd Financial Partners
Massachusetts
$355K