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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
BWP
2201
Barlow Wealth Partners
Kentucky
$315K
FA
2202
FDx Advisors
Illinois
$315K
IAG
2203
Investment Advisory Group
Massachusetts
$315K
WCM
2204
Wedge Capital Management
North Carolina
$315K
BWFA
2205
Baltimore-Washington Financial Advisors
Maryland
$314K
IB
2206
Intrust Bank
Kansas
$313K
OCM
2207
Orion Capital Management
California
$312K
HA
2208
HC Advisors
Georgia
$312K
NMC
2209
Nine Masts Capital
Hong Kong
$312K
NSAM
2210
North Star Asset Management
Wisconsin
$311K
GPI
2211
General Partner Inc
Pennsylvania
$311K
SPWM
2212
Spartan Planning & Wealth Management
North Carolina
$310K
AW
2213
Atlas Wealth
Ohio
$310K
RCG
2214
Ruane, Cunniff & Goldfarb
New York
$310K
AHC
2215
Adell Harriman & Carpenter
Texas
$309K
EBSAM
2216
Eubel Brady & Suttman Asset Management
Ohio
$309K
MFGM
2217
Marshall Financial Group (Maryland)
Maryland
$308K
WWM
2218
WT Wealth Management
Arizona
$307K
SSWM
2219
Sheets Smith Wealth Management
North Carolina
$306K
KWM
2220
Kingsman Wealth Management
Florida
$306K
ACA
2221
Ackerman Capital Advisors
Texas
$306K
SC
2222
Stephenson & Company
California
$305K
GSWA
2223
Good Steward Wealth Advisors
Tennessee
$304K
AAB
2224
ABN AMRO Bank
Netherlands
$303K
WIM
2225
Westside Investment Management
California
$302K