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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
LK
2251
Lumbard & Kellner
New Hampshire
$289K
FHC
2252
First Heartland Consultants
Missouri
$289K
EBA
2253
Eagle Bay Advisors
New York
$288K
RW
2254
Rede Wealth
Virginia
$288K
DC
2255
DeDora Capital
California
$288K
PMFA
2256
Plante Moran Financial Advisors
Michigan
$288K
AIP
2257
Almanack Investment Partners
Pennsylvania
$287K
OBWG
2258
Onyx Bridge Wealth Group
New York
$287K
TFM
2259
TFC Financial Management
Massachusetts
$287K
MSF
2260
Mustard Seed Financial
Arkansas
$287K
FC
2261
Financial Consulate
Maryland
$286K
LAM
2262
Longboard Asset Management
Arizona
$285K
BCA
2263
Bay Colony Advisors
Massachusetts
$284K
FC
2264
Financial Council
Maryland
$284K
MIC
2265
Meridian Investment Counsel
California
$284K
CPWA
2266
Cerro Pacific Wealth Advisors
California
$284K
WA
2267
Wealthstream Advisors
New York
$283K
RWA
2268
Rooted Wealth Advisors
Illinois
$282K
ABLA
2269
Alan B. Lancz & Associates
Ohio
$282K
GB
2270
Goepper Burkhardt
South Carolina
$282K
ASG
2271
Ariston Services Group
California
$282K
USWIA
2272
UP Strategic Wealth Investment Advisors
Pennsylvania
$281K
BWS
2273
Broadway Wealth Solutions
Texas
$281K
AW
2274
Apricus Wealth
South Carolina
$281K
TCWM
2275
Total Clarity Wealth Management
Illinois
$281K