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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
GJWM
2601
Gilliland Jeter Wealth Management
Arkansas
$234K
CCM
2602
Canal Capital Management
Virginia
$234K
VCM
2603
Vision Capital Management
Oregon
$233K
SL
2604
Salomon & Ludwin
Virginia
$232K
NPA
2605
Nichols & Pratt Advisers
Massachusetts
$231K
TW
2606
Towerpoint Wealth
California
$231K
TW
2607
Traveka Wealth
California
$230K
PFA
2608
Professional Financial Advisors
Nebraska
$229K
SFGM
2609
Stonebridge Financial Group (Missouri)
Missouri
$229K
RBC
2610
Romano Brothers & Co
Illinois
$229K
MCA
2611
Magnolia Capital Advisors
Mississippi
$229K
EAM
2612
Empirical Asset Management
Massachusetts
$229K
CIS
2613
Connors Investor Services
Pennsylvania
$229K
WF
2614
Wayfinding Financial
Washington
$228K
RPSA
2615
Richard P. Slaughter Associates
Texas
$228K
BAWM
2616
Bennett Associates Wealth Management
Pennsylvania
$227K
CIA
2617
Cape Investment Advisory
Georgia
$226K
DBIA
2618
Dumont & Blake Investment Advisors
New Jersey
$226K
TF
2619
Trek Financial
Arizona
$226K
ARG
2620
Advisory Resource Group
Oklahoma
$226K
KBG
2621
Kahn Brothers Group
New York
$226K
CCWP
2622
Cedar Cove Wealth Partners
Minnesota
$226K
SFS
2623
Strategic Financial Services
New York
$226K
KBFS
2624
Kohmann Bosshard Financial Services
Ohio
$225K
BPW
2625
BLVD Private Wealth
Kentucky
$225K