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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
TWA
2401
Talisman Wealth Advisors
New Jersey
$226K
WIM
2402
Warwick Investment Management
Texas
$225K
OBGC
2403
O'Brien Greene & Co
Pennsylvania
$224K
AG
2404
AmeriFlex Group
Nevada
$224K
PFG
2405
Pinnacle Financial Group
Illinois
$224K
CRI
2406
Colonial River Investments
Virginia
$224K
PGA
2407
Portland Global Advisors
Maine
$223K
CCAL
2408
City Center Advisors LLC
Michigan
$223K
EC
2409
EdgeRock Capital
Colorado
$222K
FWP
2410
FAS Wealth Partners
Kansas
$221K
PFA
2411
Plotkin Financial Advisors
Maryland
$221K
KIG
2412
Kennedy Investment Group
New Jersey
$221K
CFS
2413
Commonwealth Financial Services
West Virginia
$220K
FCM
2414
Fogel Capital Management
Florida
$220K
WCMN
2415
Westchester Capital Management (Nebraska)
Nebraska
$219K
RW
2416
RVW Wealth
California
$219K
SAW
2417
Signal Advisors Wealth
Michigan
$219K
SPWG
2418
Syntegra Private Wealth Group
Missouri
$219K
MFWP
2419
Mosaic Family Wealth Partners
Missouri
$218K
HKAM
2420
Horizon Kinetics Asset Management
New York
$218K
SPP
2421
Single Point Partners
Massachusetts
$217K
EIA
2422
Eldridge Investment Advisors
New Hampshire
$217K
BAS
2423
Breakthru Advisory Services
Wisconsin
$217K
FFO
2424
Fortitude Family Office
Arizona
$216K
TCM
2425
Traynor Capital Management
Pennsylvania
$216K