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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
SHFP
2576
Second Half Financial Partners
Florida
$239K
TAM
2577
Titleist Asset Management
Texas
$238K
VP
2578
Verum Partners
North Carolina
$237K
TFIPS
2579
Towarzystwo Funduszy Inwestycyjnych PZU SA
$237K
BFA
2580
Beacon Financial Advisory
Ohio
$236K
W
2581
WealthCollab
Washington
$236K
SC
2582
Sepio Capital
Utah
$236K
CWG
2583
Crown Wealth Group
North Carolina
$235K
CCA
2584
Carrera Capital Advisors
Michigan
$235K
JTWM
2585
Jackson Thornton Wealth Management
Alabama
$235K
OC
2586
Oarsman Capital
Wisconsin
$235K
MFWP
2587
Mosaic Family Wealth Partners
Missouri
$235K
WPWM
2588
Western Pacific Wealth Management
Illinois
$235K
TCMP
2589
Thrive Capital Management (Pennsylvania)
Pennsylvania
$234K
IWA
2590
IVC Wealth Advisors
Pennsylvania
$234K
GJWM
2591
Gilliland Jeter Wealth Management
Arkansas
$234K
CCM
2592
Canal Capital Management
Virginia
$234K
VCM
2593
Vision Capital Management
Oregon
$233K
SL
2594
Salomon & Ludwin
Virginia
$232K
NPA
2595
Nichols & Pratt Advisers
Massachusetts
$231K
TW
2596
Towerpoint Wealth
California
$231K
TW
2597
Traveka Wealth
California
$230K
PFA
2598
Professional Financial Advisors
Nebraska
$229K
SFGM
2599
Stonebridge Financial Group (Missouri)
Missouri
$229K
RBC
2600
Romano Brothers & Co
Illinois
$229K