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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
CRI
2501
Colonial River Investments
Virginia
$279K
DE
2502
DV Equities
Illinois
$279K
WI
2503
Wedgewood Investors
Pennsylvania
$277K
LIA
2504
LBMC Investment Advisors
Tennessee
$277K
WPA
2505
Winning Points Advisors
Florida
$277K
VAF
2506
Values Added Financial
District of Columbia
$277K
MWA
2507
Motive Wealth Advisors
Michigan
$276K
FPW
2508
Fairvoy Private Wealth
Alabama
$275K
FFC
2509
First Financial Corp
Indiana
$274K
FCCM
2510
First City Capital Management
Georgia
$274K
NF
2511
Nvest Financial
New Hampshire
$273K
ACM
2512
Aspen Capital Management
Idaho
$273K
COCM
2513
Charter Oak Capital Management
New Hampshire
$272K
LWM
2514
LeConte Wealth Management
Tennessee
$271K
BW
2515
BXM Wealth
Colorado
$271K
RB
2516
Renasant Bank
Mississippi
$270K
MMM
2517
Mendel Money Management
Illinois
$270K
LA
2518
Latitude Advisors
Florida
$270K
BCA
2519
Bay Colony Advisors
Massachusetts
$270K
AF
2520
Advisornet Financial
Minnesota
$269K
AWP
2521
Ascent Wealth Partners
New York
$269K
MGWM
2522
Marks Group Wealth Management
Minnesota
$268K
FVWA
2523
Foster Victor Wealth Advisors
South Carolina
$268K
AM
2524
Atwater Malick
Pennsylvania
$267K
RPCA
2525
Running Point Capital Advisors
California
$267K