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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
CC
2651
Cadinha & Co
Hawaii
$220K
MA
2652
MBA Advisors
Pennsylvania
$220K
RA
2653
Riversedge Advisors
Delaware
$220K
CPW
2654
Cogent Private Wealth
Florida
$219K
RWA
2655
Redhawk Wealth Advisors
Minnesota
$219K
FAT
2656
First American Trust
California
$219K
LWM
2657
LJI Wealth Management
Indiana
$219K
LC
2658
Lavaca Capital
Texas
$218K
SPW
2659
Signet Private Wealth
Illinois
$218K
FWM
2660
FMB Wealth Management
California
$218K
CCM
2661
CFO Capital Management
Connecticut
$218K
AWP
2662
Avid Wealth Partners
Texas
$218K
FA
2663
Fortis Advisors
Pennsylvania
$218K
GRR
2664
Golden Reserve Retirement
Ohio
$217K
PW
2665
PUREfi Wealth
Massachusetts
$217K
LI
2666
LRI Investments
Florida
$217K
LWM
2667
Lionshead Wealth Management
New York
$217K
WWM
2668
Westwood Wealth Management
California
$217K
PSP
2669
Principal Street Partners
Tennessee
$217K
HAC
2670
Harbor Advisory Corp
New Hampshire
$216K
MWP
2671
Meridian Wealth Partners
Pennsylvania
$216K
FWM
2672
ForthRight Wealth Management
Georgia
$215K
CFS
2673
CGC Financial Services
Oregon
$215K
CPW
2674
Crestmont Private Wealth
Texas
$215K
PFM
2675
Phillips Financial Management
Indiana
$215K