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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
DF
2276
DecisionPoint Financial
Arizona
$273K
DWM
2277
Daner Wealth Management
Georgia
$272K
TIP
2278
Tandem Investment Partners
New Jersey
$272K
DIM
2279
DLK Investment Management
California
$272K
WSWA
2280
Warren Street Wealth Advisors
California
$271K
BCM
2281
Becker Capital Management
Oregon
$271K
NBWM
2282
North Berkeley Wealth Management
California
$271K
WFMPM
2283
Woodley Farra Manion Portfolio Management
Indiana
$270K
RPCONE
2284
Retirement Planning Company of New England
Rhode Island
$270K
CWA
2285
Core Wealth Advisors
Florida
$270K
MCP
2286
Mirador Capital Partners
California
$269K
SC
2287
Summa Corp
Texas
$269K
KWMG
2288
King Wealth Management Group
Florida
$269K
AGWCA
2289
Annis Gardner Whiting Capital Advisors
Florida
$269K
BAWC
2290
Boyce & Associates Wealth Consulting
Texas
$268K
IF
2291
IRON Financial
Illinois
$268K
CFAM
2292
Center For Asset Management
Florida
$267K
NECFA
2293
New England Capital Financial Advisors
Connecticut
$267K
WAM
2294
Wallington Asset Management
Indiana
$267K
SCM
2295
Saxony Capital Management
Missouri
$267K
OSNBOA
2296
Old Second National Bank of Aurora
Illinois
$266K
EM
2297
ELCO Management
New York
$266K
BFIC
2298
Bedell Frazier Investment Counselling
California
$266K
KIA
2299
Knollwood Investment Advisory
Maryland
$266K
NCM
2300
Novare Capital Management
North Carolina
$265K