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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
NCM
2776
Northwest Capital Management
Oregon
$116K
CBT
2777
Crews Bank & Trust
Florida
$115K
BC
2778
Bayforest Capital
United Kingdom
$115K
APW
2779
Atlantic Private Wealth
North Carolina
$112K
OPTFSNA
2780
Old Point Trust & Financial Services N A
Virginia
$112K
PCFFS
2781
Pacific Center for Financial Services
California
$110K
GK
2782
Graney & King
New York
$108K
PWMG
2783
Private Wealth Management Group
New Jersey
$105K
GWSA
2784
Global Wealth Strategies & Associates
Colorado
$104K
KAS
2785
Kemnay Advisory Services
New York
$104K
AWM
2786
Abound Wealth Management
Tennessee
$103K
Q1WB
2787
Quest 10 Wealth Builders
Virginia
$99.8K
VWM
2788
Vermillion Wealth Management
Minnesota
$99.7K
WAG
2789
Wiser Advisor Group
Arizona
$98.3K
FF
2790
Friedenthal Financial
New Jersey
$97.7K
C
2791
Covestor
United Kingdom
$97K
GEA
2792
Glen Eagle Advisors
New Jersey
$94.5K
QA
2793
Quattro Advisors
Pennsylvania
$92.9K
TC
2794
Tacita Capital
Ontario, Canada
$92.5K
FCMT
2795
Founders Capital Management (Texas)
Texas
$92.5K
MCA
2796
McGuire Capital Advisors
Oklahoma
$91.9K
P
2797
Palladiem
Pennsylvania
$89.6K
AT
2798
Avalon Trust
New Mexico
$88.4K
CRI
2799
Commonwealth Retirement Investments
Virginia
$87.3K
S
2800
Sachetta
Massachusetts
$87.2K