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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
PEA
2376
Park Edge Advisors
Ohio
$240K
AWAG
2377
ARS Wealth Advisors Group
Florida
$239K
RFN
2378
Redwood Financial Network
Ohio
$239K
PHWM
2379
Pine Harbor Wealth Management
Maryland
$239K
SGC
2380
Slocum, Gordon & Co
Rhode Island
$238K
BC
2381
Brio Consultants
California
$238K
LWM
2382
LeConte Wealth Management
Tennessee
$238K
SWIM
2383
Smallwood Wealth Investment Management
New Jersey
$237K
FC
2384
Fusion Capital
South Carolina
$237K
TF
2385
Trek Financial
Arizona
$236K
HF
2386
Holcombe Financial
Georgia
$236K
T
2387
Tidemark
California
$236K
SPF
2388
South Plains Financial
Texas
$235K
RIS
2389
Retirement Income Solutions
Michigan
$234K
SL
2390
Salomon & Ludwin
Virginia
$234K
SI
2391
Seeds Investor
New York
$234K
AFA
2392
American Financial Advisors
Georgia
$234K
MAG
2393
M3 Advisory Group
Massachusetts
$234K
CCWM
2394
Correct Capital Wealth Management
Missouri
$233K
BMCM
2395
Burns Matteson Capital Management
New York
$233K
PCM
2396
Pointe Capital Management
Michigan
$232K
PVAMC
2397
PPS&V Asset Management Consultants
Michigan
$232K
AW
2398
Avion Wealth
Texas
$231K
GCA
2399
Gradient Capital Advisors
California
$231K
HA
2400
Hofer & Associates
California
$230K