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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
GKIM
2801
GW&K Investment Management
Massachusetts
$145K
BDPWM
2802
Barnes Dennig Private Wealth Management
Ohio
$143K
HNW
2803
High Note Wealth
Minnesota
$141K
RFS
2804
Richardson Financial Services
Massachusetts
$140K
AEPWM
2805
Atlantic Edge Private Wealth Management
Florida
$138K
RIP
2806
RAM Investment Partners
Washington
$137K
BWM
2807
Bernard Wealth Management
Michigan
$136K
HCM
2808
Hollencrest Capital Management
California
$135K
WT
2809
WHI Trust
Illinois
$132K
GG
2810
Gleason Group
Kentucky
$131K
PFO
2811
Pioneer Family Office
Florida
$129K
GCM
2812
Gables Capital Management
Florida
$126K
BCM
2813
Boreal Capital Management
Florida
$124K
KFP
2814
Kerr Financial Planning
California
$122K
RF
2815
Rossby Financial
Florida
$119K
NCM
2816
Northwest Capital Management
Oregon
$116K
CBT
2817
Crews Bank & Trust
Florida
$115K
BC
2818
Bayforest Capital
United Kingdom
$115K
APW
2819
Atlantic Private Wealth
North Carolina
$112K
OPTFSNA
2820
Old Point Trust & Financial Services N A
Virginia
$112K
PCFFS
2821
Pacific Center for Financial Services
California
$110K
GK
2822
Graney & King
New York
$108K
PWMG
2823
Private Wealth Management Group
New Jersey
$105K
GWSA
2824
Global Wealth Strategies & Associates
Colorado
$104K
KAS
2825
Kemnay Advisory Services
New York
$104K