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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
TAM
2701
TCP Asset Management
Ohio
$206K
CWM
2702
Cherrydale Wealth Management
New Jersey
$206K
RC
2703
Rovin Capital
Arizona
$206K
MAM
2704
Madison Asset Management
Wisconsin
$206K
ACP
2705
Argyle Capital Partners
California
$206K
CCP
2706
Carmel Capital Partners
California
$205K
SHA
2707
Seneca House Advisors
Virginia
$204K
WMWM
2708
Wilkins Miller Wealth Management
Alabama
$204K
HIM
2709
Harbour Investment Management
Washington
$203K
CAIM
2710
Catherine Avery Investment Management
Florida
$203K
HWMC
2711
Heritage Wealth Management (California)
California
$203K
OCPWS
2712
One Charles Private Wealth Services
Massachusetts
$203K
CA
2713
COFG Advisors
Illinois
$203K
AGC
2714
August Group Capital
$202K
KFG
2715
Kelly Financial Group
Connecticut
$202K
TWM
2716
Topsail Wealth Management
North Carolina
$202K
PPC
2717
Park Place Capital
Alabama
$202K
ACC
2718
Acorn Creek Capital
Colorado
$201K
BOSSRA
2719
B.O.S.S. Retirement Advisors
Utah
$201K
MAFA
2720
MJT & Associates Financial Advisory
Minnesota
$201K
CAP
2721
Cordoba Advisory Partners
New York
$201K
TWP
2722
Tempus Wealth Planning
California
$201K
VI
2723
Versor Investments
New York
$201K
IWM
2724
IMG Wealth Management
Florida
$200K
WLPWM
2725
Walled Lake Planning & Wealth Management
Illinois
$200K