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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
SHGA
2176
Sand Hill Global Advisors
California
$323K
EWM
2177
EPG Wealth Management
Georgia
$323K
GPA
2178
Garrison Point Advisors
California
$322K
VIP
2179
Vista Investment Partners
Oklahoma
$322K
NRC
2180
New Republic Capital
North Carolina
$322K
MCM
2181
Monument Capital Management
Virginia
$322K
SIC
2182
Sterling Investment Counsel
New York
$321K
ODIJL
2183
One Day In July LLC
Vermont
$321K
VIM
2184
Vista Investment Management
Pennsylvania
$321K
WG
2185
Warner Group
Connecticut
$320K
FNWM
2186
Financial Network Wealth Management
Utah
$320K
HFS
2187
Hopwood Financial Services
Virginia
$320K
EFG
2188
Ethos Financial Group
Pennsylvania
$318K
FCA
2189
FLC Capital Advisors
California
$318K
JCM
2190
Jacobsen Capital Management
Utah
$317K
CWA
2191
CJM Wealth Advisers
Virginia
$317K
BWP
2192
Barlow Wealth Partners
Kentucky
$315K
FA
2193
FDx Advisors
Illinois
$315K
IAG
2194
Investment Advisory Group
Massachusetts
$315K
WCM
2195
Wedge Capital Management
North Carolina
$315K
BWFA
2196
Baltimore-Washington Financial Advisors
Maryland
$314K
IB
2197
Intrust Bank
Kansas
$313K
OCM
2198
Orion Capital Management
California
$312K
HA
2199
HC Advisors
Georgia
$312K
NMC
2200
Nine Masts Capital
Hong Kong
$312K