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American Express

2,718 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
2,718
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
CFAM
2301
Center For Asset Management
Florida
$267K
NECFA
2302
New England Capital Financial Advisors
Connecticut
$267K
WAM
2303
Wallington Asset Management
Indiana
$267K
SCM
2304
Saxony Capital Management
Missouri
$267K
OSNBOA
2305
Old Second National Bank of Aurora
Illinois
$266K
BFIC
2306
Bedell Frazier Investment Counselling
California
$266K
EM
2307
ELCO Management
New York
$266K
KIA
2308
Knollwood Investment Advisory
Maryland
$266K
NCM
2309
Novare Capital Management
North Carolina
$265K
BRM
2310
Boston Research & Management
Massachusetts
$265K
EWM
2311
Elmwood Wealth Management
California
$264K
WMA
2312
Wealth Management Associates
New Jersey
$263K
FFA
2313
Fi3 Financial Advisors
Indiana
$263K
VW
2314
Vance Wealth
California
$263K
BWP
2315
BlueStem Wealth Partners
Minnesota
$263K
CIS
2316
Connors Investor Services
Pennsylvania
$262K
HFS
2317
Hoge Financial Services
Pennsylvania
$262K
FPW
2318
Fairvoy Private Wealth
Alabama
$261K
SSIM
2319
Sheets Smith Investment Management
Texas
$261K
PAM
2320
PVG Asset Management
Colorado
$261K
LFGO
2321
Legacy Financial Group (Oklahoma)
Oklahoma
$261K
HGWM
2322
Horst & Graben Wealth Management
Oregon
$261K
PSCM
2323
Per Stirling Capital Management
Texas
$260K
B
2324
Bellecapital
Switzerland
$260K
VC
2325
Vestor Capital
Illinois
$260K