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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
HCM
2276
Hengehold Capital Management
Ohio
$280K
ACG
2277
Allen Capital Group
Nebraska
$277K
AWP
2278
Abacus Wealth Partners
California
$276K
RWM
2279
RKL Wealth Management
Pennsylvania
$276K
CWA
2280
Canvas Wealth Advisors
Kansas
$275K
PC
2281
Port Capital
Illinois
$275K
WAM
2282
Weatherly Asset Management
California
$275K
PCM
2283
Parsons Capital Management
Rhode Island
$274K
BWM
2284
Baron Wealth Management
Michigan
$273K
DF
2285
DecisionPoint Financial
Arizona
$273K
DWM
2286
Daner Wealth Management
Georgia
$272K
TIP
2287
Tandem Investment Partners
New Jersey
$272K
DIM
2288
DLK Investment Management
California
$272K
WSWA
2289
Warren Street Wealth Advisors
California
$271K
BCM
2290
Becker Capital Management
Oregon
$271K
NBWM
2291
North Berkeley Wealth Management
California
$271K
WFMPM
2292
Woodley Farra Manion Portfolio Management
Indiana
$270K
RPCONE
2293
Retirement Planning Company of New England
Rhode Island
$270K
CWA
2294
Core Wealth Advisors
Florida
$270K
MCP
2295
Mirador Capital Partners
California
$269K
SC
2296
Summa Corp
Texas
$269K
KWMG
2297
King Wealth Management Group
Florida
$269K
AGWCA
2298
Annis Gardner Whiting Capital Advisors
Florida
$269K
BAWC
2299
Boyce & Associates Wealth Consulting
Texas
$268K
IF
2300
IRON Financial
Illinois
$268K