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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
SPFA
2526
Summit Place Financial Advisors
New Jersey
$267K
RFN
2527
Redwood Financial Network
Ohio
$267K
EAN
2528
Excelsior Advisor Network
Colorado
$267K
PFA
2529
Perryman Financial Advisory
Texas
$267K
IWP
2530
Invenio Wealth Partners
Florida
$266K
PHWM
2531
Pine Harbor Wealth Management
Maryland
$266K
SGC
2532
Slocum, Gordon & Co
Rhode Island
$266K
FFO
2533
Fortitude Family Office
Arizona
$266K
PAM
2534
PCG Asset Management
New Jersey
$265K
AIS
2535
AM Investment Strategies
Tennessee
$265K
SWIM
2536
Smallwood Wealth Investment Management
New Jersey
$265K
T
2537
Tidemark
California
$264K
FFC
2538
Frederick Financial Consultants
Maryland
$264K
DCM
2539
Dorato Capital Management
Colorado
$263K
SIS
2540
Strategic Investment Solutions
Illinois
$263K
SPF
2541
South Plains Financial
Texas
$262K
AFA
2542
American Financial Advisors
Georgia
$261K
PFG
2543
Pinnacle Financial Group
Illinois
$260K
MAG
2544
M3 Advisory Group
Massachusetts
$260K
CCFM
2545
Clear Creek Financial Management
Washington
$260K
CA
2546
Claris Advisors
Missouri
$259K
CFS
2547
Commonwealth Financial Services
West Virginia
$259K
BMCM
2548
Burns Matteson Capital Management
New York
$259K
CCWM
2549
Correct Capital Wealth Management
Missouri
$259K
TWA
2550
Talisman Wealth Advisors
New Jersey
$259K