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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
KIG
2601
Kennedy Investment Group
New Jersey
$242K
EIA
2602
Eldridge Investment Advisors
New Hampshire
$241K
PW
2603
Potentia Wealth
California
$241K
SIA
2604
Stegner Investment Associates
Kentucky
$240K
KI
2605
KTF Investments
California
$240K
FSCM
2606
Front Street Capital Management
Montana
$240K
WCM
2607
Warburton Capital Management
Oklahoma
$240K
CPC
2608
Congress Park Capital
New York
$240K
KWA
2609
Kondo Wealth Advisors
California
$239K
PWM
2610
Partners Wealth Management
California
$239K
SHFP
2611
Second Half Financial Partners
Florida
$239K
TAM
2612
Titleist Asset Management
Texas
$238K
VP
2613
Verum Partners
North Carolina
$237K
TFIPS
2614
Towarzystwo Funduszy Inwestycyjnych PZU SA
$237K
BFA
2615
Beacon Financial Advisory
Ohio
$236K
W
2616
WealthCollab
Washington
$236K
SC
2617
Sepio Capital
Utah
$236K
CWG
2618
Crown Wealth Group
North Carolina
$235K
CCA
2619
Carrera Capital Advisors
Michigan
$235K
JTWM
2620
Jackson Thornton Wealth Management
Alabama
$235K
OC
2621
Oarsman Capital
Wisconsin
$235K
MFWP
2622
Mosaic Family Wealth Partners
Missouri
$235K
WPWM
2623
Western Pacific Wealth Management
Illinois
$235K
TCMP
2624
Thrive Capital Management (Pennsylvania)
Pennsylvania
$234K
IWA
2625
IVC Wealth Advisors
Pennsylvania
$234K