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American Express

3,025 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 422 funds opening new positions, 1,059 increasing their positions, 1,123 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:

1.53% more ownership

Funds ownership: 83.69%85.23% (+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: 1,059 | Existing positions reduced: 1,123

Holders
3,025
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
107
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
2751
COFG Advisors
Illinois
$203K
AGC
2752
August Group Capital
$202K
KFG
2753
Kelly Financial Group
Connecticut
$202K
TWM
2754
Topsail Wealth Management
North Carolina
$202K
PPC
2755
Park Place Capital
Alabama
$202K
ACC
2756
Acorn Creek Capital
Colorado
$201K
BOSSRA
2757
B.O.S.S. Retirement Advisors
Utah
$201K
MAFA
2758
MJT & Associates Financial Advisory
Minnesota
$201K
CAP
2759
Cordoba Advisory Partners
New York
$201K
TWP
2760
Tempus Wealth Planning
California
$201K
VI
2761
Versor Investments
New York
$201K
IWM
2762
IMG Wealth Management
Florida
$200K
WLPWM
2763
Walled Lake Planning & Wealth Management
Illinois
$200K
AT
2764
Arlington Trust
Alabama
$198K
MWM
2765
Mascoma Wealth Management
New Hampshire
$197K
VWA
2766
VSM Wealth Advisory
Maryland
$197K
RDFA
2767
Ritter Daniher Financial Advisory
Ohio
$196K
SEP
2768
Signature Equity Partners
Ohio
$196K
AG
2769
AmeriFlex Group
Nevada
$196K
WPA
2770
Wealth Preservation Advisors
Tennessee
$196K
LGWM
2771
Litman Gregory Wealth Management
California
$194K
TFA
2772
Transamerica Financial Advisors
Florida
$190K
CFD
2773
Creative Financial Designs
Indiana
$188K
CCMI
2774
Creative Capital Management Investments
California
$186K
AI
2775
AXS Investments
New York
$185K