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American Express

2,703 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, 1,022 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: 1,022

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
2,703
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
FSCM
2426
Front Street Capital Management
Montana
$216K
PWM
2427
PMG Wealth Management
Illinois
$216K
CA
2428
Carson Advisory
Georgia
$216K
SIA
2429
Stegner Investment Associates
Kentucky
$216K
KWA
2430
Kondo Wealth Advisors
California
$216K
SAM
2431
Simplify Asset Management
Nevada
$216K
PW
2432
Potentia Wealth
California
$216K
SQA
2433
Simon Quick Advisors
New Jersey
$216K
CPC
2434
Congress Park Capital
New York
$215K
AIS
2435
AM Investment Strategies
Tennessee
$215K
FWM
2436
FMB Wealth Management
California
$215K
SHFP
2437
Second Half Financial Partners
Florida
$215K
LWM
2438
Lionshead Wealth Management
New York
$214K
DCM
2439
Donaldson Capital Management
Indiana
$214K
CCM
2440
Chickasaw Capital Management
Tennessee
$213K
WCM
2441
Warburton Capital Management
Oklahoma
$213K
LB
2442
Legacy Bridge
Iowa
$213K
TFIPS
2443
Towarzystwo Funduszy Inwestycyjnych PZU SA
$213K
1IA
2444
1620 Investment Advisors
Massachusetts
$212K
W
2445
WealthCollab
Washington
$212K
MCCA
2446
Mill Creek Capital Advisors
Pennsylvania
$212K
WPWM
2447
Western Pacific Wealth Management
Illinois
$211K
AF
2448
Advisornet Financial
Minnesota
$211K
EL
2449
EWA LLC
Pennsylvania
$210K
TW
2450
Towerpoint Wealth
California
$210K