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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
HKAM
2576
Horizon Kinetics Asset Management
New York
$250K
SWM
2577
SHP Wealth Management
Massachusetts
$250K
NICM
2578
Neo Ivy Capital Management
New York
$249K
TCM
2579
TABR Capital Management
California
$249K
FCM
2580
Fogel Capital Management
Florida
$249K
TCM
2581
Traynor Capital Management
Pennsylvania
$249K
FWM
2582
FFT Wealth Management
Pennsylvania
$248K
RW
2583
RVW Wealth
California
$248K
DCM
2584
Donaldson Capital Management
Indiana
$247K
CA
2585
Carson Advisory
Georgia
$247K
TPWA
2586
Twin Peaks Wealth Advisors
California
$247K
BWL
2587
Bogart Wealth LLC
Virginia
$247K
FWP
2588
FAS Wealth Partners
Kansas
$246K
BAS
2589
Breakthru Advisory Services
Wisconsin
$245K
WCMN
2590
Westchester Capital Management (Nebraska)
Nebraska
$244K
PAA
2591
Peregrine Asset Advisers
Oregon
$244K
SPWG
2592
Syntegra Private Wealth Group
Missouri
$244K
FC
2593
Fusion Capital
South Carolina
$243K
SCA
2594
Sensenig Capital Advisors
Pennsylvania
$243K
GHA
2595
GW Henssler & Associates
Georgia
$243K
LJHT
2596
Laurie J. Hall Trustee
$243K
DJYG
2597
David J. Yvars Group
Florida
$242K
HF
2598
Holcombe Financial
Georgia
$242K
SAW
2599
Signal Advisors Wealth
Michigan
$242K
SPP
2600
Single Point Partners
Massachusetts
$242K