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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
AIS
2501
AM Investment Strategies
Tennessee
$265K
SWIM
2502
Smallwood Wealth Investment Management
New Jersey
$265K
T
2503
Tidemark
California
$264K
FFC
2504
Frederick Financial Consultants
Maryland
$264K
DCM
2505
Dorato Capital Management
Colorado
$263K
SIS
2506
Strategic Investment Solutions
Illinois
$263K
SPF
2507
South Plains Financial
Texas
$262K
AFA
2508
American Financial Advisors
Georgia
$261K
PFG
2509
Pinnacle Financial Group
Illinois
$260K
MAG
2510
M3 Advisory Group
Massachusetts
$260K
CCFM
2511
Clear Creek Financial Management
Washington
$260K
CA
2512
Claris Advisors
Missouri
$259K
CFS
2513
Commonwealth Financial Services
West Virginia
$259K
CCWM
2514
Correct Capital Wealth Management
Missouri
$259K
BMCM
2515
Burns Matteson Capital Management
New York
$259K
TWA
2516
Talisman Wealth Advisors
New Jersey
$259K
PCM
2517
Pointe Capital Management
Michigan
$259K
EC
2518
EdgeRock Capital
Colorado
$258K
GCA
2519
Gradient Capital Advisors
California
$257K
LB
2520
Legacy Bridge
Iowa
$257K
OWA
2521
Octavia Wealth Advisors
Ohio
$257K
RIS
2522
Retirement Income Solutions
Michigan
$257K
CCM
2523
Chickasaw Capital Management
Tennessee
$257K
HA
2524
Hofer & Associates
California
$257K
Twin Tree Management
2525
Twin Tree Management
Texas
$257K