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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
FP
2801
Financial Perspectives
Minnesota
$85.7K
JFA
2802
JNBA Financial Advisors
Minnesota
$85.5K
WCM
2803
Winthrop Capital Management
Indiana
$85K
HHCP
2804
Hilton Head Capital Partners
South Carolina
$83.6K
FA
2805
Fountainhead AM
New Jersey
$83.1K
FG
2806
Fairman Group
Pennsylvania
$81.4K
WA
2807
WPG Advisers
Maryland
$78.4K
PP
2808
PFS Partners
New Jersey
$78K
OAJ
2809
Ogorek Anthony Joseph
New York
$78K
FPF
2810
First Pacific Financial
Washington
$77K
YP
2811
YANKCOM Partnership
South Dakota
$77K
GAFA
2812
Garton & Associates Financial Advisors
Kentucky
$75.6K
JGIA
2813
Jackson Grant Investment Advisers
Connecticut
$75.1K
KG
2814
Kilter Group
New York
$74.7K
SA
2815
SRH Advisors
Kansas
$74K
NRWA
2816
North Ridge Wealth Advisors
Oregon
$74K
CCC
2817
Chelsea Counsel Company
California
$74K
PB
2818
Pinnacle Bancorp
Nebraska
$73.6K
DF
2819
Dunhill Financial
United Kingdom
$72.9K
WOSD
2820
WFA of San Diego
California
$71K
NWMP
2821
Noble Wealth Management PBC
Colorado
$70.4K
ACA
2822
Atlas Capital Advisors
Wyoming
$69.5K
FMP
2823
Financial Management Professionals
Texas
$68.4K
CWP
2824
Concord Wealth Partners
Virginia
$68.1K
LAS
2825
Lloyd Advisory Services
Georgia
$67.7K