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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
CC
2676
Cadinha & Co
Hawaii
$220K
MA
2677
MBA Advisors
Pennsylvania
$220K
RA
2678
Riversedge Advisors
Delaware
$220K
CPW
2679
Cogent Private Wealth
Florida
$219K
RWA
2680
Redhawk Wealth Advisors
Minnesota
$219K
FAT
2681
First American Trust
California
$219K
LWM
2682
LJI Wealth Management
Indiana
$219K
LC
2683
Lavaca Capital
Texas
$218K
SPW
2684
Signet Private Wealth
Illinois
$218K
FWM
2685
FMB Wealth Management
California
$218K
CCM
2686
CFO Capital Management
Connecticut
$218K
AWP
2687
Avid Wealth Partners
Texas
$218K
FA
2688
Fortis Advisors
Pennsylvania
$218K
GRR
2689
Golden Reserve Retirement
Ohio
$217K
PW
2690
PUREfi Wealth
Massachusetts
$217K
LI
2691
LRI Investments
Florida
$217K
LWM
2692
Lionshead Wealth Management
New York
$217K
WWM
2693
Westwood Wealth Management
California
$217K
PSP
2694
Principal Street Partners
Tennessee
$217K
HAC
2695
Harbor Advisory Corp
New Hampshire
$216K
MWP
2696
Meridian Wealth Partners
Pennsylvania
$216K
FWM
2697
ForthRight Wealth Management
Georgia
$215K
CFS
2698
CGC Financial Services
Oregon
$215K
CPW
2699
Crestmont Private Wealth
Texas
$215K
PFM
2700
Phillips Financial Management
Indiana
$215K