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American Express

2,977 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 394 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
2,977
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
EAM
2601
Empirical Asset Management
Massachusetts
$229K
CIS
2602
Connors Investor Services
Pennsylvania
$229K
WF
2603
Wayfinding Financial
Washington
$228K
RPSA
2604
Richard P. Slaughter Associates
Texas
$228K
BAWM
2605
Bennett Associates Wealth Management
Pennsylvania
$227K
CIA
2606
Cape Investment Advisory
Georgia
$226K
DBIA
2607
Dumont & Blake Investment Advisors
New Jersey
$226K
TF
2608
Trek Financial
Arizona
$226K
ARG
2609
Advisory Resource Group
Oklahoma
$226K
KBG
2610
Kahn Brothers Group
New York
$226K
CCWP
2611
Cedar Cove Wealth Partners
Minnesota
$226K
SFS
2612
Strategic Financial Services
New York
$226K
KBFS
2613
Kohmann Bosshard Financial Services
Ohio
$225K
BPW
2614
BLVD Private Wealth
Kentucky
$225K
1IA
2615
1620 Investment Advisors
Massachusetts
$225K
RW
2616
Regimen Wealth
Georgia
$225K
WDG
2617
Wealth Dimensions Group
Ohio
$225K
KWM
2618
KW Wealth Management
California
$225K
LFP
2619
Lakeshore Financial Planning
Michigan
$224K
CP
2620
Capital Planning
Washington
$224K
CCL
2621
Clearwave Capital, LLC
California
$224K
KTC
2622
Kentucky Trust Company
Kentucky
$224K
GWL
2623
Generations Wealth LLC
Ohio
$223K
RIAS
2624
Rachor Investment Advisory Services
Michigan
$223K
CVA
2625
Central Valley Advisors
California
$223K