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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
RPCA
2501
Running Point Capital Advisors
California
$267K
SPFA
2502
Summit Place Financial Advisors
New Jersey
$267K
RFN
2503
Redwood Financial Network
Ohio
$267K
EAN
2504
Excelsior Advisor Network
Colorado
$267K
PFA
2505
Perryman Financial Advisory
Texas
$267K
IWP
2506
Invenio Wealth Partners
Florida
$266K
PHWM
2507
Pine Harbor Wealth Management
Maryland
$266K
SGC
2508
Slocum, Gordon & Co
Rhode Island
$266K
FFO
2509
Fortitude Family Office
Arizona
$266K
PAM
2510
PCG Asset Management
New Jersey
$265K
AIS
2511
AM Investment Strategies
Tennessee
$265K
SWIM
2512
Smallwood Wealth Investment Management
New Jersey
$265K
T
2513
Tidemark
California
$264K
FFC
2514
Frederick Financial Consultants
Maryland
$264K
DCM
2515
Dorato Capital Management
Colorado
$263K
SIS
2516
Strategic Investment Solutions
Illinois
$263K
SPF
2517
South Plains Financial
Texas
$262K
AFA
2518
American Financial Advisors
Georgia
$261K
PFG
2519
Pinnacle Financial Group
Illinois
$260K
MAG
2520
M3 Advisory Group
Massachusetts
$260K
CCFM
2521
Clear Creek Financial Management
Washington
$260K
CA
2522
Claris Advisors
Missouri
$259K
CFS
2523
Commonwealth Financial Services
West Virginia
$259K
CCWM
2524
Correct Capital Wealth Management
Missouri
$259K
BMCM
2525
Burns Matteson Capital Management
New York
$259K