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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
OFW
2126
Omnia Family Wealth
Florida
$349K
M1FG
2127
Mach-1 Financial Group
Arkansas
$348K
IAS
2128
Integrity Advisory Solutions
Texas
$348K
FMII
2129
Farmers & Merchants Investments Inc
Nebraska
$347K
NQWM
2130
Northwest Quadrant Wealth Management
Oregon
$347K
LI
2131
Lafayette Investments
Maryland
$347K
HG
2132
Harbor Group
New Hampshire
$347K
FBT
2133
First Bankers Trust
Kentucky
$345K
BWP
2134
Burling Wealth Partners
Illinois
$345K
AA
2135
Alesco Advisors
New York
$345K
GWM
2136
Greenwich Wealth Management
Connecticut
$345K
CPA
2137
Capital Performance Advisors
California
$345K
AFM
2138
Aspetuck Financial Management
Connecticut
$342K
NI
2139
NDVR Inc
Massachusetts
$340K
SSC
2140
Syverson Strege & Co
Iowa
$339K
VC
2141
Veery Capital
Delaware
$339K
BWM
2142
Buckley Wealth Management
Nevada
$338K
MAWCM
2143
Mine & Arao Wealth Creation & Management
California
$336K
GGI
2144
Godsey & Gibb Inc
Virginia
$334K
TL
2145
Tradewinds LLC
North Carolina
$334K
AFW
2146
Avantra Family Wealth
Pennsylvania
$334K
MR
2147
Munich Reinsurance
$334K
OWM
2148
Orca Wealth Management
Florida
$334K
CAM
2149
Close Asset Management
United Kingdom
$333K
TPA
2150
Trivium Point Advisory
Connecticut
$333K