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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
IWMWV
2826
Ironwood Wealth Management (West Virginia)
West Virginia
$67.6K
GWM
2827
Greenline Wealth Management
Florida
$65.6K
RWM
2828
Rialto Wealth Management
New York
$65.1K
IRAG
2829
Investment Research & Advisory Group
Georgia
$64.9K
GWS
2830
Greykasell Wealth Strategies
California
$64.7K
FNWA
2831
Financial Network Wealth Advisors
Utah
$64.1K
NI
2832
NCP Inc
California
$63.6K
RTC
2833
Riverview Trust Company
Washington
$62.5K
FCG
2834
Financial Connections Group
California
$61K
TCM
2835
Tradewinds Capital Management
Washington
$58.5K
SA
2836
Scarborough Advisors
Maryland
$57K
VWWMG
2837
Vermillion & White Wealth Management Group
Pennsylvania
$57K
GA
2838
GoalVest Advisory
New York
$56.6K
CWIG
2839
Chung Wu Investment Group
Texas
$55.9K
HPWM
2840
High Point Wealth Management
New Jersey
$53.5K
RS
2841
Rakuten Securities
Japan
$53.3K
RF
2842
Roxbury Financial
New Jersey
$53.1K
SVWA
2843
Sarver Vrooman Wealth Advisors
Missouri
$51.8K
AFC
2844
Ares Financial Consulting
California
$51.4K
1NWS
2845
1 North Wealth Services
Maryland
$51.1K
MFP
2846
Meramec Financial Planners
Missouri
$50.9K
Loomis, Sayles & Company
2847
Loomis, Sayles & Company
Massachusetts
$50.3K
AIA
2848
Aventus Investment Advisors
Florida
$49.6K
BFP
2849
Birchwood Financial Partners
Minnesota
$49.4K
PSFG
2850
Park Square Financial Group
Georgia
$49.3K