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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
SFS
2526
Stiles Financial Services
Minnesota
$256K
PWP
2527
Ponta Wealth Partners
Florida
$256K
NWA
2528
New World Advisors
Massachusetts
$256K
FMTCOCP
2529
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$255K
PVAMC
2530
PPS&V Asset Management Consultants
Michigan
$255K
SWGC
2531
Summit Wealth Group (Colorado)
Colorado
$254K
WHC
2532
Wulff, Hansen & Co
California
$254K
CGFA
2533
Colton Groome Financial Advisors
North Carolina
$253K
EL
2534
EWA LLC
Pennsylvania
$253K
PEA
2535
Park Edge Advisors
Ohio
$252K
ST
2536
Somerset Trust
Pennsylvania
$252K
PGA
2537
Portland Global Advisors
Maine
$252K
PWM
2538
PMG Wealth Management
Illinois
$252K
APM
2539
a16z Perennial Management
California
$251K
1C
2540
111 Capital
France
$251K
HKAM
2541
Horizon Kinetics Asset Management
New York
$250K
SWM
2542
SHP Wealth Management
Massachusetts
$250K
NICM
2543
Neo Ivy Capital Management
New York
$249K
TCM
2544
TABR Capital Management
California
$249K
FCM
2545
Fogel Capital Management
Florida
$249K
TCM
2546
Traynor Capital Management
Pennsylvania
$249K
FWM
2547
FFT Wealth Management
Pennsylvania
$248K
RW
2548
RVW Wealth
California
$248K
DCM
2549
Donaldson Capital Management
Indiana
$247K
CA
2550
Carson Advisory
Georgia
$247K