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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
1IA
2626
1620 Investment Advisors
Massachusetts
$225K
RW
2627
Regimen Wealth
Georgia
$225K
WDG
2628
Wealth Dimensions Group
Ohio
$225K
KWM
2629
KW Wealth Management
California
$225K
LFP
2630
Lakeshore Financial Planning
Michigan
$224K
CP
2631
Capital Planning
Washington
$224K
CC
2632
Clearwave Capital
California
$224K
KTC
2633
Kentucky Trust Company
Kentucky
$224K
GWL
2634
Generations Wealth LLC
Ohio
$223K
RIAS
2635
Rachor Investment Advisory Services
Michigan
$223K
CVA
2636
Central Valley Advisors
California
$223K
BFO
2637
Biltmore Family Office
North Carolina
$223K
WIM
2638
Warwick Investment Management
Texas
$222K
WPA
2639
West Paces Advisors
Georgia
$222K
FTC
2640
Farmers Trust Company
Ohio
$222K
SCA
2641
STALEY CAPITAL ADVISERS
Pennsylvania
$222K
MCM
2642
Marathon Capital Management
Maryland
$222K
AMIM
2643
Aull & Monroe Investment Management
Alabama
$222K
PFA
2644
Pinnacle Family Advisors
Missouri
$222K
RCG
2645
Ridge Creek Global
Ohio
$222K
MS
2646
Monetary Solutions
Ohio
$222K
BW
2647
Blalock Williams
Alabama
$222K
MAM
2648
MMA Asset Management
Pennsylvania
$221K
DAC
2649
Dutch Asset Corp
New York
$221K
SL
2650
Summitry LLC
California
$220K