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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
CA
2726
COFG Advisors
Illinois
$203K
AGC
2727
August Group Capital
$202K
KFG
2728
Kelly Financial Group
Connecticut
$202K
TWM
2729
Topsail Wealth Management
North Carolina
$202K
PPC
2730
Park Place Capital
Alabama
$202K
ACC
2731
Acorn Creek Capital
Colorado
$201K
BOSSRA
2732
B.O.S.S. Retirement Advisors
Utah
$201K
MAFA
2733
MJT & Associates Financial Advisory
Minnesota
$201K
CAP
2734
Cordoba Advisory Partners
New York
$201K
TWP
2735
Tempus Wealth Planning
California
$201K
VI
2736
Versor Investments
New York
$201K
IWM
2737
IMG Wealth Management
Florida
$200K
WLPWM
2738
Walled Lake Planning & Wealth Management
Illinois
$200K
AT
2739
Arlington Trust
Alabama
$198K
MWM
2740
Mascoma Wealth Management
New Hampshire
$197K
VWA
2741
VSM Wealth Advisory
Maryland
$197K
RDFA
2742
Ritter Daniher Financial Advisory
Ohio
$196K
SEP
2743
Signature Equity Partners
Ohio
$196K
AG
2744
AmeriFlex Group
Nevada
$196K
WPA
2745
Wealth Preservation Advisors
Tennessee
$196K
LGWM
2746
Litman Gregory Wealth Management
California
$194K
TFA
2747
Transamerica Financial Advisors
Florida
$190K
CFD
2748
Creative Financial Designs
Indiana
$188K
CCMI
2749
Creative Capital Management Investments
California
$186K
AI
2750
AXS Investments
New York
$185K