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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
EA
2176
Everpar Advisors
Oklahoma
$328K
CAWM
2177
Capital Advisors Wealth Management
Washington
$327K
CAM
2178
Clark Asset Management
New Hampshire
$326K
NF
2179
NavPoint Financial
Minnesota
$326K
MC
2180
Marest Capital
California
$325K
ATI
2181
Act Two Investors
California
$325K
FH
2182
FWG Holdings
Florida
$324K
CCG
2183
Catalina Capital Group
California
$324K
LWA
2184
Lineweaver Wealth Advisors
Ohio
$324K
SHGA
2185
Sand Hill Global Advisors
California
$323K
EWM
2186
EPG Wealth Management
Georgia
$323K
GPA
2187
Garrison Point Advisors
California
$322K
VIP
2188
Vista Investment Partners
Oklahoma
$322K
NRC
2189
New Republic Capital
North Carolina
$322K
MCM
2190
Monument Capital Management
Virginia
$322K
SIC
2191
Sterling Investment Counsel
New York
$321K
ODIJL
2192
One Day In July LLC
Vermont
$321K
VIM
2193
Vista Investment Management
Pennsylvania
$321K
WG
2194
Warner Group
Connecticut
$320K
FNWM
2195
Financial Network Wealth Management
Utah
$320K
HFS
2196
Hopwood Financial Services
Virginia
$320K
EFG
2197
Ethos Financial Group
Pennsylvania
$318K
FCA
2198
FLC Capital Advisors
California
$318K
JCM
2199
Jacobsen Capital Management
Utah
$317K
CWA
2200
CJM Wealth Advisers
Virginia
$317K