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American Express

2,949 hedge funds and large institutions have $216B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 378 funds opening new positions, 1,044 increasing their positions, 1,110 reducing their positions, and 91 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:

1.08% more ownership

Funds ownership: 83.61%84.69% (+1.1%)

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: 1,044 | Existing positions reduced: 1,110

Holders
2,949
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
GWM
2801
Greenline Wealth Management
Florida
$65.6K
RWM
2802
Rialto Wealth Management
New York
$65.1K
IRAG
2803
Investment Research & Advisory Group
Georgia
$64.9K
GWS
2804
Greykasell Wealth Strategies
California
$64.7K
FNWA
2805
Financial Network Wealth Advisors
Utah
$64.1K
NI
2806
NCP Inc
California
$63.6K
RTC
2807
Riverview Trust Company
Washington
$62.5K
FCG
2808
Financial Connections Group
California
$61K
TCM
2809
Tradewinds Capital Management
Washington
$58.5K
SA
2810
Scarborough Advisors
Maryland
$57K
VWWMG
2811
Vermillion & White Wealth Management Group
Pennsylvania
$57K
GA
2812
GoalVest Advisory
New York
$56.6K
CWIG
2813
Chung Wu Investment Group
Texas
$55.9K
HPWM
2814
High Point Wealth Management
New Jersey
$53.5K
RS
2815
Rakuten Securities
Japan
$53.3K
RF
2816
Roxbury Financial
New Jersey
$53.1K
SVWA
2817
Sarver Vrooman Wealth Advisors
Missouri
$51.8K
AFC
2818
Ares Financial Consulting
California
$51.4K
1NWS
2819
1 North Wealth Services
Maryland
$51.1K
MFP
2820
Meramec Financial Planners
Missouri
$50.9K
Loomis, Sayles & Company
2821
Loomis, Sayles & Company
Massachusetts
$50.3K
AIA
2822
Aventus Investment Advisors
Florida
$49.6K
BFP
2823
Birchwood Financial Partners
Minnesota
$49.4K
PSFG
2824
Park Square Financial Group
Georgia
$49.3K
TSMHT
2825
Thurston Springer Miller Herd & Titak
Indiana
$48.5K