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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
PCM
2551
Pointe Capital Management
Michigan
$259K
EC
2552
EdgeRock Capital
Colorado
$258K
GCA
2553
Gradient Capital Advisors
California
$257K
LB
2554
Legacy Bridge
Iowa
$257K
OWA
2555
Octavia Wealth Advisors
Ohio
$257K
RIS
2556
Retirement Income Solutions
Michigan
$257K
CCM
2557
Chickasaw Capital Management
Tennessee
$257K
HA
2558
Hofer & Associates
California
$257K
Twin Tree Management
2559
Twin Tree Management
Texas
$257K
SFS
2560
Stiles Financial Services
Minnesota
$256K
PWP
2561
Ponta Wealth Partners
Florida
$256K
NWA
2562
New World Advisors
Massachusetts
$256K
FMTCOCP
2563
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$255K
PVAMC
2564
PPS&V Asset Management Consultants
Michigan
$255K
SWGC
2565
Summit Wealth Group (Colorado)
Colorado
$254K
WHC
2566
Wulff, Hansen & Co
California
$254K
CGFA
2567
Colton Groome Financial Advisors
North Carolina
$253K
GHA
2568
Good Harbor Advisors
Massachusetts
$253K
EL
2569
EWA LLC
Pennsylvania
$253K
PEA
2570
Park Edge Advisors
Ohio
$252K
ST
2571
Somerset Trust
Pennsylvania
$252K
PGA
2572
Portland Global Advisors
Maine
$252K
PWM
2573
PMG Wealth Management
Illinois
$252K
APM
2574
a16z Perennial Management
California
$251K
1C
2575
111 Capital
France
$251K