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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
BFO
2626
Biltmore Family Office
North Carolina
$223K
WIM
2627
Warwick Investment Management
Texas
$222K
WPA
2628
West Paces Advisors
Georgia
$222K
SCA
2629
STALEY CAPITAL ADVISERS
Pennsylvania
$222K
MCM
2630
Marathon Capital Management
Maryland
$222K
FTC
2631
Farmers Trust Company
Ohio
$222K
AMIM
2632
Aull & Monroe Investment Management
Alabama
$222K
PFA
2633
Pinnacle Family Advisors
Missouri
$222K
RCG
2634
Ridge Creek Global
Ohio
$222K
MSL
2635
Monetary Solutions, Ltd
Ohio
$222K
BW
2636
Blalock Williams
Alabama
$222K
MAM
2637
MMA Asset Management
Pennsylvania
$221K
SL
2638
Summitry LLC
California
$220K
CC
2639
Cadinha & Co
Hawaii
$220K
MA
2640
MBA Advisors
Pennsylvania
$220K
RA
2641
Riversedge Advisors
Delaware
$220K
CPW
2642
Cogent Private Wealth
Florida
$219K
RWA
2643
Redhawk Wealth Advisors
Minnesota
$219K
FAT
2644
First American Trust
California
$219K
LWM
2645
LJI Wealth Management
Indiana
$219K
LC
2646
Lavaca Capital
Texas
$218K
SPW
2647
Signet Private Wealth
Illinois
$218K
FWM
2648
FMB Wealth Management
California
$218K
CCML
2649
CFO CAPITAL MANAGEMENT LLC
Connecticut
$218K
FA
2650
Fortis Advisors
Pennsylvania
$218K