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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
WBWA
2701
William B. Walkup & Associates
South Carolina
$209K
CFC
2702
Coyle Financial Counsel
Illinois
$209K
WFA
2703
WestHill Financial Advisors
California
$209K
CPA
2704
Capital Planning Advisors
California
$209K
AW
2705
Avion Wealth
Texas
$209K
MCA
2706
MSH Capital Advisors
Arizona
$209K
WPP
2707
Whalerock Point Partners
Rhode Island
$209K
KFS
2708
Kelly Financial Services
Massachusetts
$209K
SC
2709
Stephens Consulting
Michigan
$207K
IF
2710
Intrua Financial
Texas
$207K
AA
2711
Addison Advisors
Vermont
$206K
CTI
2712
Community Trust & Investment
Kentucky
$206K
WSWA
2713
Warren Street Wealth Advisors
California
$206K
TAM
2714
TCP Asset Management
Ohio
$206K
CWM
2715
Cherrydale Wealth Management
New Jersey
$206K
RC
2716
Rovin Capital
Arizona
$206K
MAM
2717
Madison Asset Management
Wisconsin
$206K
ACP
2718
Argyle Capital Partners
California
$206K
CCP
2719
Carmel Capital Partners
California
$205K
SHA
2720
Seneca House Advisors
Virginia
$204K
WMWM
2721
Wilkins Miller Wealth Management
Alabama
$204K
HIM
2722
Harbour Investment Management
Washington
$203K
CAIM
2723
Catherine Avery Investment Management
Florida
$203K
OCPWS
2724
One Charles Private Wealth Services
Massachusetts
$203K
HWMC
2725
Heritage Wealth Management (California)
California
$203K