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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
CWA
2451
CogentBlue Wealth Advisors
Tennessee
$210K
LF
2452
Lee Financial
Texas
$209K
SFS
2453
Strategic Financial Services
New York
$209K
ACA
2454
Affinity Capital Advisors
California
$209K
HBT
2455
Heartland Bank & Trust
Illinois
$208K
NPA
2456
Nichols & Pratt Advisers
Massachusetts
$208K
HW
2457
HORAN Wealth
Ohio
$208K
VP
2458
Verum Partners
North Carolina
$207K
MWM
2459
Mascoma Wealth Management
New Hampshire
$206K
PFA
2460
Professional Financial Advisors
Nebraska
$206K
JWM
2461
JPL Wealth Management
Colorado
$206K
RBC
2462
Romano Brothers & Co
Illinois
$206K
VCM
2463
Vision Capital Management
Oregon
$205K
CA
2464
Claris Advisors
Missouri
$205K
TCA
2465
Trifecta Capital Advisors
Illinois
$205K
TCMP
2466
Thrive Capital Management (Pennsylvania)
Pennsylvania
$205K
APM
2467
a16z Perennial Management
California
$205K
TW
2468
Traveka Wealth
California
$204K
BFO
2469
Biltmore Family Office
North Carolina
$204K
IF
2470
Intrua Financial
Texas
$203K
ARG
2471
Advisory Resource Group
Oklahoma
$203K
PD
2472
Planning Directions
Pennsylvania
$202K
KBFS
2473
Kohmann Bosshard Financial Services
Ohio
$202K
BPW
2474
BLVD Private Wealth
Kentucky
$202K
TWP
2475
Triad Wealth Partners
Kansas
$202K