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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
OP
2751
ORG Partners
Indiana
$159K
BIA
2752
Bell Investment Advisors
California
$156K
BHWM
2753
Beaird Harris Wealth Management
Texas
$155K
FC
2754
Fairscale Capital
New Hampshire
$155K
TCM
2755
Triumph Capital Management
Colorado
$155K
KFA
2756
Kelleher Financial Advisors
New York
$152K
JAM
2757
JCIC Asset Management
Ontario, Canada
$152K
B
2758
Birchbrook
Maine
$152K
MMCM
2759
Murphy & Mullick Capital Management
New York
$151K
SGL
2760
Sankala Group LLC
Colorado
$148K
MCI
2761
MRP Capital Investments
Georgia
$148K
GKIM
2762
GW&K Investment Management
Massachusetts
$145K
BDPWM
2763
Barnes Dennig Private Wealth Management
Ohio
$143K
HNW
2764
High Note Wealth
Minnesota
$141K
RFS
2765
Richardson Financial Services
Massachusetts
$140K
AEPWM
2766
Atlantic Edge Private Wealth Management
Florida
$138K
RIP
2767
RAM Investment Partners
Washington
$137K
BWM
2768
Bernard Wealth Management
Michigan
$136K
HCM
2769
Hollencrest Capital Management
California
$135K
WT
2770
WHI Trust
Illinois
$132K
GG
2771
Gleason Group
Kentucky
$131K
GCM
2772
Gables Capital Management
Florida
$126K
BCM
2773
Boreal Capital Management
Florida
$124K
KFP
2774
Kerr Financial Planning
California
$122K
RF
2775
Rossby Financial
Florida
$119K