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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
VBA
2401
von Borstel & Associates
Oregon
$230K
SFS
2402
Stiles Financial Services
Minnesota
$230K
JFGIW
2403
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$229K
FMTCOCP
2404
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$229K
LJHT
2405
Laurie J. Hall Trustee
$229K
BWL
2406
Bogart Wealth LLC
Virginia
$228K
Betterment LLC
2407
Betterment LLC
New York
$228K
WHC
2408
Wulff, Hansen & Co
California
$228K
CGFA
2409
Colton Groome Financial Advisors
North Carolina
$228K
MCA
2410
Magnolia Capital Advisors
Mississippi
$227K
ST
2411
Somerset Trust
Pennsylvania
$226K
TWA
2412
Talisman Wealth Advisors
New Jersey
$226K
WIM
2413
Warwick Investment Management
Texas
$225K
OBGC
2414
O'Brien Greene & Co
Pennsylvania
$224K
AG
2415
AmeriFlex Group
Nevada
$224K
PFG
2416
Pinnacle Financial Group
Illinois
$224K
CRI
2417
Colonial River Investments
Virginia
$224K
PGA
2418
Portland Global Advisors
Maine
$223K
CCAL
2419
City Center Advisors LLC
Michigan
$223K
EC
2420
EdgeRock Capital
Colorado
$222K
FWP
2421
FAS Wealth Partners
Kansas
$221K
PFA
2422
Plotkin Financial Advisors
Maryland
$221K
KIG
2423
Kennedy Investment Group
New Jersey
$221K
CFS
2424
Commonwealth Financial Services
West Virginia
$220K
FCM
2425
Fogel Capital Management
Florida
$220K