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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
HKAM
2551
Horizon Kinetics Asset Management
New York
$250K
SWM
2552
SHP Wealth Management
Massachusetts
$250K
NICM
2553
Neo Ivy Capital Management
New York
$249K
TCM
2554
TABR Capital Management
California
$249K
FCM
2555
Fogel Capital Management
Florida
$249K
TCM
2556
Traynor Capital Management
Pennsylvania
$249K
FWM
2557
FFT Wealth Management
Pennsylvania
$248K
RW
2558
RVW Wealth
California
$248K
DCM
2559
Donaldson Capital Management
Indiana
$247K
CA
2560
Carson Advisory
Georgia
$247K
TPWA
2561
Twin Peaks Wealth Advisors
California
$247K
BWL
2562
Bogart Wealth LLC
Virginia
$247K
FWP
2563
FAS Wealth Partners
Kansas
$246K
BAS
2564
Breakthru Advisory Services
Wisconsin
$245K
WCMN
2565
Westchester Capital Management (Nebraska)
Nebraska
$244K
PAA
2566
Peregrine Asset Advisers
Oregon
$244K
SPWG
2567
Syntegra Private Wealth Group
Missouri
$244K
FC
2568
Fusion Capital
South Carolina
$243K
SCA
2569
Sensenig Capital Advisors
Pennsylvania
$243K
GHA
2570
GW Henssler & Associates
Georgia
$243K
LJHT
2571
Laurie J. Hall Trustee
$243K
DJYG
2572
David J. Yvars Group
Florida
$242K
HF
2573
Holcombe Financial
Georgia
$242K
SAW
2574
Signal Advisors Wealth
Michigan
$242K
SPP
2575
Single Point Partners
Massachusetts
$242K