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American Express

2,992 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 400 funds opening new positions, 1,053 increasing their positions, 1,121 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:

1.51% more ownership

Funds ownership: 83.61%85.12% (+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: 1,053 | Existing positions reduced: 1,121

Holders
2,992
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
106
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
SW
2476
SkyOak Wealth
Michigan
$279K
CRI
2477
Colonial River Investments
Virginia
$279K
DE
2478
DV Equities
Illinois
$279K
WI
2479
Wedgewood Investors
Pennsylvania
$277K
LIA
2480
LBMC Investment Advisors
Tennessee
$277K
WPA
2481
Winning Points Advisors
Florida
$277K
VAF
2482
Values Added Financial
District of Columbia
$277K
MWA
2483
Motive Wealth Advisors
Michigan
$276K
FPW
2484
Fairvoy Private Wealth
Alabama
$275K
FFC
2485
First Financial Corp
Indiana
$274K
FCCM
2486
First City Capital Management
Georgia
$274K
NF
2487
Nvest Financial
New Hampshire
$273K
ACM
2488
Aspen Capital Management
Idaho
$273K
COCM
2489
Charter Oak Capital Management
New Hampshire
$272K
LWM
2490
LeConte Wealth Management
Tennessee
$271K
BW
2491
BXM Wealth
Colorado
$271K
RB
2492
Renasant Bank
Mississippi
$270K
MMM
2493
Mendel Money Management
Illinois
$270K
LA
2494
Latitude Advisors
Florida
$270K
BCA
2495
Bay Colony Advisors
Massachusetts
$270K
AF
2496
Advisornet Financial
Minnesota
$269K
AWP
2497
Ascent Wealth Partners
New York
$269K
MGWM
2498
Marks Group Wealth Management
Minnesota
$268K
FVWA
2499
Foster Victor Wealth Advisors
South Carolina
$268K
AM
2500
Atwater Malick
Pennsylvania
$267K