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American Express

2,702 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, 1,021 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: 1,021

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
2,702
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
LA
2351
Latitude Advisors
Florida
$246K
NCTC
2352
New Covenant Trust Company
Indiana
$246K
FFC
2353
First Financial Corp
Indiana
$246K
FCCM
2354
First City Capital Management
Georgia
$246K
WAL
2355
W Advisors LLC
Tennessee
$245K
ACM
2356
Aspen Capital Management
Idaho
$245K
FFC
2357
Frederick Financial Consultants
Maryland
$243K
SPFA
2358
Summit Place Financial Advisors
New Jersey
$243K
MMM
2359
Mendel Money Management
Illinois
$243K
AWP
2360
Ascent Wealth Partners
New York
$241K
VAF
2361
Values Added Financial
District of Columbia
$241K
IAS
2362
IMA Advisory Services
Colorado
$240K
HIS
2363
Harvest Investment Services
Illinois
$240K
RPCA
2364
Running Point Capital Advisors
California
$240K
PEA
2365
Park Edge Advisors
Ohio
$240K
AWAG
2366
ARS Wealth Advisors Group
Florida
$239K
RFN
2367
Redwood Financial Network
Ohio
$239K
PHWM
2368
Pine Harbor Wealth Management
Maryland
$239K
SGC
2369
Slocum, Gordon & Co
Rhode Island
$238K
BC
2370
Brio Consultants
California
$238K
LWM
2371
LeConte Wealth Management
Tennessee
$238K
SWIM
2372
Smallwood Wealth Investment Management
New Jersey
$237K
FC
2373
Fusion Capital
South Carolina
$237K
TF
2374
Trek Financial
Arizona
$236K
HF
2375
Holcombe Financial
Georgia
$236K