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American Express

2,978 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 395 funds opening new positions, 1,049 increasing their positions, 1,117 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

1.49% more ownership

Funds ownership: 83.61%85.1% (+1.5%)

0% more call options, than puts

Call options by funds: $3.22B | Put options by funds: $3.22B

6% less repeat investments, than reductions

Existing positions increased: 1,049 | Existing positions reduced: 1,117

Holders
2,978
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
105
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.22B
Puts
$3.22B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCCM
2476
First City Capital Management
Georgia
$274K
NF
2477
Nvest Financial
New Hampshire
$273K
ACM
2478
Aspen Capital Management
Idaho
$273K
COCM
2479
Charter Oak Capital Management
New Hampshire
$272K
LWM
2480
LeConte Wealth Management
Tennessee
$271K
BW
2481
BXM Wealth
Colorado
$271K
RB
2482
Renasant Bank
Mississippi
$270K
MMM
2483
Mendel Money Management
Illinois
$270K
LA
2484
Latitude Advisors
Florida
$270K
BCA
2485
Bay Colony Advisors
Massachusetts
$270K
AF
2486
Advisornet Financial
Minnesota
$269K
AWP
2487
Ascent Wealth Partners
New York
$269K
MGWM
2488
Marks Group Wealth Management
Minnesota
$268K
FVWA
2489
Foster Victor Wealth Advisors
South Carolina
$268K
AM
2490
Atwater Malick
Pennsylvania
$267K
RPCA
2491
Running Point Capital Advisors
California
$267K
SPFA
2492
Summit Place Financial Advisors
New Jersey
$267K
RFN
2493
Redwood Financial Network
Ohio
$267K
EAN
2494
Excelsior Advisor Network
Colorado
$267K
PFA
2495
Perryman Financial Advisory
Texas
$267K
IWP
2496
Invenio Wealth Partners
Florida
$266K
PHWM
2497
Pine Harbor Wealth Management
Maryland
$266K
SGC
2498
Slocum, Gordon & Co
Rhode Island
$266K
FFO
2499
Fortitude Family Office
Arizona
$266K
PAM
2500
PCG Asset Management
New Jersey
$265K