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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
BC
2326
Burney Company
Virginia
$257K
CM
2327
Capula Management
Cayman Islands
$257K
DFP
2328
Defined Financial Planning
California
$257K
LOPW
2329
Live Oak Private Wealth
North Carolina
$256K
SFP
2330
Sandbox Financial Partners
Maryland
$256K
FA
2331
Fiducient Advisors
Illinois
$255K
MWM
2332
Manske Wealth Management
Texas
$255K
WAS
2333
Wealth Advisory Solutions
Indiana
$255K
PRP
2334
Peak Retirement Planning
Ohio
$255K
RB
2335
Renasant Bank
Mississippi
$254K
ACP
2336
Argyle Capital Partners
California
$254K
DWM
2337
DecisionMap Wealth Management
Virginia
$254K
GSWM
2338
Greenup Street Wealth Management
Michigan
$252K
FVWA
2339
Foster Victor Wealth Advisors
South Carolina
$252K
AM
2340
Atwater Malick
Pennsylvania
$251K
SW
2341
SkyOak Wealth
Michigan
$251K
PAM
2342
PCG Asset Management
New Jersey
$251K
CWA
2343
Consilio Wealth Advisors
Washington
$251K
COCM
2344
Charter Oak Capital Management
New Hampshire
$250K
WI
2345
Wedgewood Investors
Pennsylvania
$249K
QWM
2346
Quadcap Wealth Management
Texas
$249K
LIA
2347
LBMC Investment Advisors
Tennessee
$249K
MWA
2348
Motive Wealth Advisors
Michigan
$249K
SA
2349
Shilanski & Associates
Alaska
$248K
WH
2350
Willner & Heller
California
$248K