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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
KIG
2576
Kennedy Investment Group
New Jersey
$242K
EIA
2577
Eldridge Investment Advisors
New Hampshire
$241K
PW
2578
Potentia Wealth
California
$241K
SIA
2579
Stegner Investment Associates
Kentucky
$240K
KI
2580
KTF Investments
California
$240K
WCM
2581
Warburton Capital Management
Oklahoma
$240K
FSCM
2582
Front Street Capital Management
Montana
$240K
CPC
2583
Congress Park Capital
New York
$240K
KWA
2584
Kondo Wealth Advisors
California
$239K
PWM
2585
Partners Wealth Management
California
$239K
SHFP
2586
Second Half Financial Partners
Florida
$239K
TAM
2587
Titleist Asset Management
Texas
$238K
VP
2588
Verum Partners
North Carolina
$237K
TFIPS
2589
Towarzystwo Funduszy Inwestycyjnych PZU SA
$237K
BFA
2590
Beacon Financial Advisory
Ohio
$236K
W
2591
WealthCollab
Washington
$236K
SC
2592
Sepio Capital
Utah
$236K
CWG
2593
Crown Wealth Group
North Carolina
$235K
CCA
2594
Carrera Capital Advisors
Michigan
$235K
JTWM
2595
Jackson Thornton Wealth Management
Alabama
$235K
OC
2596
Oarsman Capital
Wisconsin
$235K
MFWP
2597
Mosaic Family Wealth Partners
Missouri
$235K
WPWM
2598
Western Pacific Wealth Management
Illinois
$235K
TCMP
2599
Thrive Capital Management (Pennsylvania)
Pennsylvania
$234K
IWA
2600
IVC Wealth Advisors
Pennsylvania
$234K