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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
AT
2726
Arlington Trust
Alabama
$198K
MWM
2727
Mascoma Wealth Management
New Hampshire
$197K
VWA
2728
VSM Wealth Advisory
Maryland
$197K
RDFA
2729
Ritter Daniher Financial Advisory
Ohio
$196K
SEP
2730
Signature Equity Partners
Ohio
$196K
AG
2731
AmeriFlex Group
Nevada
$196K
WPA
2732
Wealth Preservation Advisors
Tennessee
$196K
LGWM
2733
Litman Gregory Wealth Management
California
$194K
TFA
2734
Transamerica Financial Advisors
Florida
$190K
CFD
2735
Creative Financial Designs
Indiana
$188K
CCMI
2736
Creative Capital Management Investments
California
$186K
AI
2737
AXS Investments
New York
$185K
FISPB
2738
Fideuram - Intesa Sanpaolo Private Banking
$181K
FCT
2739
First Community Trust
Iowa
$176K
SNB
2740
Security National Bank
Nebraska
$172K
DMBA
2741
Deseret Mutual Benefit Administrators
Utah
$170K
CVM
2742
Cheviot Value Management
California
$170K
FMB
2743
Field & Main Bank
Kentucky
$168K
PMIM
2744
Prudent Man Investment Management
Colorado
$166K
JWM
2745
Jessup Wealth Management
Ohio
$164K
PJCC
2746
Phillip James Consulting Co.
Minnesota
$163K
FFL
2747
Financial Freedom LLC
Ohio
$163K
BHWM
2748
Bay Harbor Wealth Management
Maryland
$162K
FIM
2749
FWL Investment Management
Texas
$162K
BGAI
2750
Bruce G. Allen Investments
Colorado
$161K