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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
BRM
2301
Boston Research & Management
Massachusetts
$265K
EWM
2302
Elmwood Wealth Management
California
$264K
WMA
2303
Wealth Management Associates
New Jersey
$263K
FFA
2304
Fi3 Financial Advisors
Indiana
$263K
VW
2305
Vance Wealth
California
$263K
BWP
2306
BlueStem Wealth Partners
Minnesota
$263K
CIS
2307
Connors Investor Services
Pennsylvania
$262K
HFS
2308
Hoge Financial Services
Pennsylvania
$262K
FPW
2309
Fairvoy Private Wealth
Alabama
$261K
SSIM
2310
Sheets Smith Investment Management
Texas
$261K
LFGO
2311
Legacy Financial Group (Oklahoma)
Oklahoma
$261K
HGWM
2312
Horst & Graben Wealth Management
Oregon
$261K
PSCM
2313
Per Stirling Capital Management
Texas
$260K
B
2314
Bellecapital
Switzerland
$260K
VC
2315
Vestor Capital
Illinois
$260K
GFA
2316
Gallagher Fiduciary Advisors
Illinois
$260K
SW
2317
SMART Wealth
Nebraska
$259K
LF
2318
Lantz Financial
Illinois
$259K
OAM
2319
Occidental Asset Management
California
$259K
FNC
2320
First National Corp
Massachusetts
$259K
CWA
2321
Consilium Wealth Advisory
Texas
$258K
WMN
2322
Wealth Management Nebraska
Nebraska
$258K
IWP
2323
Invenio Wealth Partners
Florida
$258K
DJYG
2324
David J. Yvars Group
Florida
$257K
SFM
2325
Signet Financial Management
New Jersey
$257K