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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
CCM
2451
Chickasaw Capital Management
Tennessee
$213K
WCM
2452
Warburton Capital Management
Oklahoma
$213K
LB
2453
Legacy Bridge
Iowa
$213K
TFIPS
2454
Towarzystwo Funduszy Inwestycyjnych PZU SA
$213K
1IA
2455
1620 Investment Advisors
Massachusetts
$212K
W
2456
WealthCollab
Washington
$212K
MCCA
2457
Mill Creek Capital Advisors
Pennsylvania
$212K
WPWM
2458
Western Pacific Wealth Management
Illinois
$211K
AF
2459
Advisornet Financial
Minnesota
$211K
EL
2460
EWA LLC
Pennsylvania
$210K
TW
2461
Towerpoint Wealth
California
$210K
CCM
2462
Canal Capital Management
Virginia
$210K
CWA
2463
CogentBlue Wealth Advisors
Tennessee
$210K
LF
2464
Lee Financial
Texas
$209K
SFS
2465
Strategic Financial Services
New York
$209K
ACA
2466
Affinity Capital Advisors
California
$209K
HBT
2467
Heartland Bank & Trust
Illinois
$208K
NPA
2468
Nichols & Pratt Advisers
Massachusetts
$208K
HW
2469
HORAN Wealth
Ohio
$208K
VP
2470
Verum Partners
North Carolina
$207K
MWM
2471
Mascoma Wealth Management
New Hampshire
$206K
PFA
2472
Professional Financial Advisors
Nebraska
$206K
JWM
2473
JPL Wealth Management
Colorado
$206K
RBC
2474
Romano Brothers & Co
Illinois
$206K
VCM
2475
Vision Capital Management
Oregon
$205K