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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
CRIG
2676
Charter Research & Investment Group
Connecticut
$215K
PA
2677
Probity Advisors
Texas
$215K
DCM
2678
DGS Capital Management
New Jersey
$214K
FC
2679
FCA Corp
Texas
$213K
HP
2680
Holistic Planning
Texas
$213K
ES
2681
Eagle Strategies
New York
$213K
MA
2682
Mezzasalma Advisors
New Jersey
$213K
CAS
2683
Coppell Advisory Solutions
Texas
$213K
TCA
2684
Trifecta Capital Advisors
Illinois
$213K
PWM
2685
Paulson Wealth Management
Illinois
$213K
TP
2686
Tranquility Partners
Tennessee
$213K
SIP
2687
Snowwater Investment Partners
Connecticut
$213K
HCM
2688
Hutchinson Capital Management
California
$212K
AGC
2689
Aspen Grove Capital
Colorado
$212K
LRIC
2690
Long Road Investment Counsel
Michigan
$212K
BWM
2691
BlackDiamond Wealth Management
New York
$212K
TA
2692
TrueWealth Advisors
Alabama
$211K
SGWP
2693
Sun Group Wealth Partners
California
$211K
LGG
2694
Luts & Greenleigh Group
Maryland
$211K
AC
2695
AWM Capital
Arizona
$211K
OAM
2696
Occidental Asset Management
California
$211K
MSRI
2697
Michael S. Ryan Inc
New York
$211K
RFG
2698
REAP Financial Group
Texas
$211K
SWTS
2699
Stonehaven Wealth & Tax Solutions
Wisconsin
$210K
WW
2700
Wright Wealth
Georgia
$210K