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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
AM
2351
Atwater Malick
Pennsylvania
$251K
SW
2352
SkyOak Wealth
Michigan
$251K
PAM
2353
PCG Asset Management
New Jersey
$251K
CWA
2354
Consilio Wealth Advisors
Washington
$251K
COCM
2355
Charter Oak Capital Management
New Hampshire
$250K
WI
2356
Wedgewood Investors
Pennsylvania
$249K
QWM
2357
Quadcap Wealth Management
Texas
$249K
LIA
2358
LBMC Investment Advisors
Tennessee
$249K
MWA
2359
Motive Wealth Advisors
Michigan
$249K
SA
2360
Shilanski & Associates
Alaska
$248K
WH
2361
Willner & Heller
California
$248K
LA
2362
Latitude Advisors
Florida
$246K
NCTC
2363
New Covenant Trust Company
Indiana
$246K
FFC
2364
First Financial Corp
Indiana
$246K
FCCM
2365
First City Capital Management
Georgia
$246K
WAL
2366
W Advisors LLC
Tennessee
$245K
ACM
2367
Aspen Capital Management
Idaho
$245K
FFC
2368
Frederick Financial Consultants
Maryland
$243K
SPFA
2369
Summit Place Financial Advisors
New Jersey
$243K
MMM
2370
Mendel Money Management
Illinois
$243K
AWP
2371
Ascent Wealth Partners
New York
$241K
VAF
2372
Values Added Financial
District of Columbia
$241K
IAS
2373
IMA Advisory Services
Colorado
$240K
HIS
2374
Harvest Investment Services
Illinois
$240K
RPCA
2375
Running Point Capital Advisors
California
$240K