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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
WCMN
2426
Westchester Capital Management (Nebraska)
Nebraska
$219K
RW
2427
RVW Wealth
California
$219K
SAW
2428
Signal Advisors Wealth
Michigan
$219K
SPWG
2429
Syntegra Private Wealth Group
Missouri
$219K
MFWP
2430
Mosaic Family Wealth Partners
Missouri
$218K
HKAM
2431
Horizon Kinetics Asset Management
New York
$218K
SPP
2432
Single Point Partners
Massachusetts
$217K
EIA
2433
Eldridge Investment Advisors
New Hampshire
$217K
BAS
2434
Breakthru Advisory Services
Wisconsin
$217K
FFO
2435
Fortitude Family Office
Arizona
$216K
TCM
2436
Traynor Capital Management
Pennsylvania
$216K
FSCM
2437
Front Street Capital Management
Montana
$216K
PWM
2438
PMG Wealth Management
Illinois
$216K
CA
2439
Carson Advisory
Georgia
$216K
SIA
2440
Stegner Investment Associates
Kentucky
$216K
KWA
2441
Kondo Wealth Advisors
California
$216K
SAM
2442
Simplify Asset Management
Nevada
$216K
PW
2443
Potentia Wealth
California
$216K
SQA
2444
Simon Quick Advisors
New Jersey
$216K
CPC
2445
Congress Park Capital
New York
$215K
AIS
2446
AM Investment Strategies
Tennessee
$215K
FWM
2447
FMB Wealth Management
California
$215K
SHFP
2448
Second Half Financial Partners
Florida
$215K
LWM
2449
Lionshead Wealth Management
New York
$214K
DCM
2450
Donaldson Capital Management
Indiana
$214K