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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
MPM
2226
Meritage Portfolio Management
Kansas
$302K
EIA
2227
Edgemoor Investment Advisors
Maryland
$301K
NWMG
2228
National Wealth Management Group
Ohio
$301K
CB
2229
CNB Bank
Pennsylvania
$301K
CAM
2230
Costello Asset Management
Pennsylvania
$301K
GH
2231
GAM Holding
Switzerland
$300K
WFAG
2232
Worth Financial Advisory Group
North Carolina
$299K
IBOK
2233
Independence Bank of Kentucky
Kentucky
$299K
TF
2234
Talbot Financial
Washington
$299K
HI
2235
Humankind Investments
New York
$299K
S
2236
Sunpointe
Missouri
$298K
JC
2237
JB Capital
Connecticut
$297K
JWM
2238
JGP Wealth Management
Oregon
$296K
CB
2239
Chris Bulman
California
$295K
EIG
2240
Ellenbecker Investment Group
Wisconsin
$294K
SSA
2241
South Street Advisors
New York
$294K
SG
2242
Strid Group
Pennsylvania
$294K
GAB
2243
German American Bancorp
Indiana
$293K
GWM
2244
Gibbs Wealth Management
Georgia
$292K
NEWAS
2245
N.E.W. Advisory Services
Wisconsin
$292K
MSWM
2246
Mowery & Schoenfeld Wealth Management
Illinois
$291K
GWM
2247
GSB Wealth Management
Connecticut
$291K
GHA
2248
Granite Harbor Advisors
Texas
$290K
CWAG
2249
Compton Wealth Advisory Group
Virginia
$290K
LK
2250
Lumbard & Kellner
New Hampshire
$289K