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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
MSF
2251
Mustard Seed Financial
Arkansas
$287K
FC
2252
Financial Consulate
Maryland
$286K
LAM
2253
Longboard Asset Management
Arizona
$285K
BCA
2254
Bay Colony Advisors
Massachusetts
$284K
FC
2255
Financial Council
Maryland
$284K
MIC
2256
Meridian Investment Counsel
California
$284K
CPWA
2257
Cerro Pacific Wealth Advisors
California
$284K
WA
2258
Wealthstream Advisors
New York
$283K
RWA
2259
Rooted Wealth Advisors
Illinois
$282K
GB
2260
Goepper Burkhardt
South Carolina
$282K
ABLA
2261
Alan B. Lancz & Associates
Ohio
$282K
ASG
2262
Ariston Services Group
California
$282K
USWIA
2263
UP Strategic Wealth Investment Advisors
Pennsylvania
$281K
BWS
2264
Broadway Wealth Solutions
Texas
$281K
AW
2265
Apricus Wealth
South Carolina
$281K
TCWM
2266
Total Clarity Wealth Management
Illinois
$281K
HCM
2267
Hengehold Capital Management
Ohio
$280K
ACG
2268
Allen Capital Group
Nebraska
$277K
AWP
2269
Abacus Wealth Partners
California
$276K
RWM
2270
RKL Wealth Management
Pennsylvania
$276K
CWA
2271
Canvas Wealth Advisors
Kansas
$275K
PC
2272
Port Capital
Illinois
$275K
WAM
2273
Weatherly Asset Management
California
$275K
PCM
2274
Parsons Capital Management
Rhode Island
$274K
BWM
2275
Baron Wealth Management
Michigan
$273K