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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
GJWM
2626
Gilliland Jeter Wealth Management
Arkansas
$234K
CCM
2627
Canal Capital Management
Virginia
$234K
VCM
2628
Vision Capital Management
Oregon
$233K
SL
2629
Salomon & Ludwin
Virginia
$232K
NPA
2630
Nichols & Pratt Advisers
Massachusetts
$231K
TW
2631
Towerpoint Wealth
California
$231K
TW
2632
Traveka Wealth
California
$230K
PFA
2633
Professional Financial Advisors
Nebraska
$229K
SFGM
2634
Stonebridge Financial Group (Missouri)
Missouri
$229K
RBC
2635
Romano Brothers & Co
Illinois
$229K
MCA
2636
Magnolia Capital Advisors
Mississippi
$229K
EAM
2637
Empirical Asset Management
Massachusetts
$229K
CIS
2638
Connors Investor Services
Pennsylvania
$229K
WF
2639
Wayfinding Financial
Washington
$228K
RPSA
2640
Richard P. Slaughter Associates
Texas
$228K
BAWM
2641
Bennett Associates Wealth Management
Pennsylvania
$227K
CIA
2642
Cape Investment Advisory
Georgia
$226K
DBIA
2643
Dumont & Blake Investment Advisors
New Jersey
$226K
TF
2644
Trek Financial
Arizona
$226K
ARG
2645
Advisory Resource Group
Oklahoma
$226K
KBG
2646
Kahn Brothers Group
New York
$226K
CCWP
2647
Cedar Cove Wealth Partners
Minnesota
$226K
SFS
2648
Strategic Financial Services
New York
$226K
BPW
2649
BLVD Private Wealth
Kentucky
$225K
KBFS
2650
Kohmann Bosshard Financial Services
Ohio
$225K