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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
AWM
2126
Accel Wealth Management
Iowa
$355K
AA
2127
Acorns Advisers
California
$355K
AT
2128
Arlington Trust
Alabama
$355K
FFP
2129
FourThought Financial Partners
Florida
$354K
ACM
2130
Aster Capital Management
United Arab Emirates
$354K
OWA
2131
Octavia Wealth Advisors
Ohio
$353K
OC
2132
Opinicus Capital
Florida
$352K
EDRH
2133
Edmond de Rothschild Holding
Switzerland
$351K
BA
2134
Bristlecone Advisors
Washington
$349K
OFW
2135
Omnia Family Wealth
Florida
$349K
M1FG
2136
Mach-1 Financial Group
Arkansas
$348K
IAS
2137
Integrity Advisory Solutions
Texas
$348K
FMII
2138
Farmers & Merchants Investments Inc
Nebraska
$347K
NQWM
2139
Northwest Quadrant Wealth Management
Oregon
$347K
LI
2140
Lafayette Investments
Maryland
$347K
HG
2141
Harbor Group
New Hampshire
$347K
FBT
2142
First Bankers Trust
Kentucky
$345K
BWP
2143
Burling Wealth Partners
Illinois
$345K
AA
2144
Alesco Advisors
New York
$345K
GWM
2145
Greenwich Wealth Management
Connecticut
$345K
CPA
2146
Capital Performance Advisors
California
$345K
AFM
2147
Aspetuck Financial Management
Connecticut
$342K
NI
2148
NDVR Inc
Massachusetts
$340K
SSC
2149
Syverson Strege & Co
Iowa
$339K
VC
2150
Veery Capital
Delaware
$339K