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American Express

2,976 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 393 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
2,976
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
AGC
2676
Aspen Grove Capital
Colorado
$212K
LRIC
2677
Long Road Investment Counsel
Michigan
$212K
BWM
2678
BlackDiamond Wealth Management
New York
$212K
TA
2679
TrueWealth Advisors
Alabama
$211K
SGWP
2680
Sun Group Wealth Partners
California
$211K
LGG
2681
Luts & Greenleigh Group
Maryland
$211K
AC
2682
AWM Capital
Arizona
$211K
OAM
2683
Occidental Asset Management
California
$211K
MSRI
2684
Michael S. Ryan Inc
New York
$211K
RFG
2685
REAP Financial Group
Texas
$211K
SWTS
2686
Stonehaven Wealth & Tax Solutions
Wisconsin
$210K
WW
2687
Wright Wealth
Georgia
$210K
WBWA
2688
William B. Walkup & Associates
South Carolina
$209K
CFC
2689
Coyle Financial Counsel
Illinois
$209K
CPA
2690
Capital Planning Advisors
California
$209K
WFA
2691
WestHill Financial Advisors
California
$209K
AW
2692
Avion Wealth
Texas
$209K
MCA
2693
MSH Capital Advisors
Arizona
$209K
WPP
2694
Whalerock Point Partners
Rhode Island
$209K
KFS
2695
Kelly Financial Services
Massachusetts
$209K
SC
2696
Stephens Consulting
Michigan
$207K
IF
2697
Intrua Financial
Texas
$207K
AA
2698
Addison Advisors
Vermont
$206K
CTI
2699
Community Trust & Investment
Kentucky
$206K
WSWA
2700
Warren Street Wealth Advisors
California
$206K