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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
BWM
2151
Buckley Wealth Management
Nevada
$338K
MAWCM
2152
Mine & Arao Wealth Creation & Management
California
$336K
GGI
2153
Godsey & Gibb Inc
Virginia
$334K
TL
2154
Tradewinds LLC
North Carolina
$334K
AFW
2155
Avantra Family Wealth
Pennsylvania
$334K
MR
2156
Munich Reinsurance
$334K
OWM
2157
Orca Wealth Management
Florida
$334K
CAM
2158
Close Asset Management
United Kingdom
$333K
TPA
2159
Trivium Point Advisory
Connecticut
$333K
CAC
2160
Certified Advisory Corp
Florida
$333K
IQI
2161
Integrated Quantitative Investments
Washington
$332K
MIM
2162
Meridiem Investment Management
United Kingdom
$332K
CIA
2163
Caerus Investment Advisors
Texas
$332K
WC
2164
Wexford Capital
Florida
$332K
GJIA
2165
Glass Jacobson Investment Advisors
Maryland
$332K
ACM
2166
Aurdan Capital Management
Pennsylvania
$332K
PWAM
2167
Pinnacle West Asset Management
Wyoming
$332K
SC
2168
Sierra Capital
Florida
$332K
Cohen & Steers
2169
Cohen & Steers
New York
$332K
PA
2170
Planning Alternatives
Michigan
$332K
THL
2171
Tillman Hartley LLC
Colorado
$330K
CST
2172
Charles Schwab Trust
Nevada
$330K
AIA
2173
Allied Investment Advisors
Montana
$329K
CA
2174
Cornerstone Advisory
Maryland
$328K
SA
2175
Sovran Advisors
California
$328K