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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
TWA
2526
Talisman Wealth Advisors
New Jersey
$259K
PCM
2527
Pointe Capital Management
Michigan
$259K
EC
2528
EdgeRock Capital
Colorado
$258K
GCA
2529
Gradient Capital Advisors
California
$257K
LB
2530
Legacy Bridge
Iowa
$257K
OWA
2531
Octavia Wealth Advisors
Ohio
$257K
RIS
2532
Retirement Income Solutions
Michigan
$257K
CCM
2533
Chickasaw Capital Management
Tennessee
$257K
HA
2534
Hofer & Associates
California
$257K
Twin Tree Management
2535
Twin Tree Management
Texas
$257K
SFS
2536
Stiles Financial Services
Minnesota
$256K
PWP
2537
Ponta Wealth Partners
Florida
$256K
NWA
2538
New World Advisors
Massachusetts
$256K
FMTCOCP
2539
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$255K
PVAMC
2540
PPS&V Asset Management Consultants
Michigan
$255K
SWGC
2541
Summit Wealth Group (Colorado)
Colorado
$254K
WHC
2542
Wulff, Hansen & Co
California
$254K
CGFA
2543
Colton Groome Financial Advisors
North Carolina
$253K
EL
2544
EWA LLC
Pennsylvania
$253K
PEA
2545
Park Edge Advisors
Ohio
$252K
ST
2546
Somerset Trust
Pennsylvania
$252K
PGA
2547
Portland Global Advisors
Maine
$252K
PWM
2548
PMG Wealth Management
Illinois
$252K
APM
2549
a16z Perennial Management
California
$251K
1C
2550
111 Capital
France
$251K