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American Express

2,992 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 400 funds opening new positions, 1,053 increasing their positions, 1,121 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:

1.51% more ownership

Funds ownership: 83.61%85.12% (+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: 1,053 | Existing positions reduced: 1,121

Holders
2,992
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
106
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
VWM
2801
Vermillion Wealth Management
Minnesota
$99.7K
WAG
2802
Wiser Advisor Group
Arizona
$98.3K
FF
2803
Friedenthal Financial
New Jersey
$97.7K
C
2804
Covestor
United Kingdom
$97K
GEA
2805
Glen Eagle Advisors
New Jersey
$94.5K
QA
2806
Quattro Advisors
Pennsylvania
$92.9K
TC
2807
Tacita Capital
Ontario, Canada
$92.5K
FCMT
2808
Founders Capital Management (Texas)
Texas
$92.5K
MCA
2809
McGuire Capital Advisors
Oklahoma
$91.9K
P
2810
Palladiem
Pennsylvania
$89.6K
AT
2811
Avalon Trust
New Mexico
$88.4K
CRI
2812
Commonwealth Retirement Investments
Virginia
$87.3K
S
2813
Sachetta
Massachusetts
$87.2K
FP
2814
Financial Perspectives
Minnesota
$85.7K
JFA
2815
JNBA Financial Advisors
Minnesota
$85.5K
WCM
2816
Winthrop Capital Management
Indiana
$85K
HHCP
2817
Hilton Head Capital Partners
South Carolina
$83.6K
FA
2818
Fountainhead AM
New Jersey
$83.1K
FG
2819
Fairman Group
Pennsylvania
$81.4K
WA
2820
WPG Advisers
Maryland
$78.4K
PP
2821
PFS Partners
New Jersey
$78K
OAJ
2822
Ogorek Anthony Joseph
New York
$78K
FPF
2823
First Pacific Financial
Washington
$77K
YP
2824
YANKCOM Partnership
South Dakota
$77K
GAFA
2825
Garton & Associates Financial Advisors
Kentucky
$75.6K