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American Express

3,025 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 422 funds opening new positions, 1,059 increasing their positions, 1,123 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.53% more ownership

Funds ownership: 83.69%85.23% (+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: 1,059 | Existing positions reduced: 1,123

Holders
3,025
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
107
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
B
2476
Bellecapital
Switzerland
$290K
AP
2477
Advisortrust Partners
North Carolina
$289K
WDL
2478
Well Done LLC
Michigan
$289K
CWA
2479
Consilium Wealth Advisory
Texas
$288K
DWM
2480
DecisionMap Wealth Management
Virginia
$287K
SFG
2481
SevenBridge Financial Group
Pennsylvania
$287K
NECFA
2482
New England Capital Financial Advisors
Connecticut
$286K
DF
2483
Donoghue Forlines
Massachusetts
$285K
SFP
2484
Sandbox Financial Partners
Maryland
$285K
LOPW
2485
Live Oak Private Wealth
North Carolina
$284K
NWM
2486
Nolet Wealth Management
Texas
$284K
MR
2487
Munich Reinsurance
$284K
WMN
2488
Wealth Management Nebraska
Nebraska
$284K
MWM
2489
Manske Wealth Management
Texas
$284K
WAS
2490
Wealth Advisory Solutions
Indiana
$284K
WH
2491
Willner & Heller
California
$284K
QWM
2492
Quadcap Wealth Management
Texas
$282K
GS
2493
GWN Securities
Florida
$282K
EIG
2494
Ellenbecker Investment Group
Wisconsin
$281K
CWA
2495
Consilio Wealth Advisors
Washington
$281K
PFA
2496
Plotkin Financial Advisors
Maryland
$281K
IAS
2497
IMA Advisory Services
Colorado
$280K
NCTC
2498
New Covenant Trust Company
Indiana
$280K
SI
2499
Seeds Investor
New York
$280K
SW
2500
SkyOak Wealth
Michigan
$279K