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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
GFA
2326
Gallagher Fiduciary Advisors
Illinois
$260K
SW
2327
SMART Wealth
Nebraska
$259K
LF
2328
Lantz Financial
Illinois
$259K
OAM
2329
Occidental Asset Management
California
$259K
FNC
2330
First National Corp
Massachusetts
$259K
CWA
2331
Consilium Wealth Advisory
Texas
$258K
WMN
2332
Wealth Management Nebraska
Nebraska
$258K
IWP
2333
Invenio Wealth Partners
Florida
$258K
DJYG
2334
David J. Yvars Group
Florida
$257K
SFM
2335
Signet Financial Management
New Jersey
$257K
BC
2336
Burney Company
Virginia
$257K
CM
2337
Capula Management
Cayman Islands
$257K
DFP
2338
Defined Financial Planning
California
$257K
FNB
2339
Farmers National Bank
Kentucky
$256K
LOPW
2340
Live Oak Private Wealth
North Carolina
$256K
SFP
2341
Sandbox Financial Partners
Maryland
$256K
FA
2342
Fiducient Advisors
Illinois
$255K
MWM
2343
Manske Wealth Management
Texas
$255K
WAS
2344
Wealth Advisory Solutions
Indiana
$255K
PRP
2345
Peak Retirement Planning
Ohio
$255K
RB
2346
Renasant Bank
Mississippi
$254K
ACP
2347
Argyle Capital Partners
California
$254K
DWM
2348
DecisionMap Wealth Management
Virginia
$254K
GSWM
2349
Greenup Street Wealth Management
Michigan
$252K
FVWA
2350
Foster Victor Wealth Advisors
South Carolina
$252K