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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
AWM
2826
Abound Wealth Management
Tennessee
$103K
Q1WB
2827
Quest 10 Wealth Builders
Virginia
$99.8K
VWM
2828
Vermillion Wealth Management
Minnesota
$99.7K
WAG
2829
Wiser Advisor Group
Arizona
$98.3K
FF
2830
Friedenthal Financial
New Jersey
$97.7K
C
2831
Covestor
United Kingdom
$97K
GEA
2832
Glen Eagle Advisors
New Jersey
$94.5K
QA
2833
Quattro Advisors
Pennsylvania
$92.9K
TC
2834
Tacita Capital
Ontario, Canada
$92.5K
FCMT
2835
Founders Capital Management (Texas)
Texas
$92.5K
MCA
2836
McGuire Capital Advisors
Oklahoma
$91.9K
P
2837
Palladiem
Pennsylvania
$89.6K
AT
2838
Avalon Trust
New Mexico
$88.4K
CRI
2839
Commonwealth Retirement Investments
Virginia
$87.3K
S
2840
Sachetta
Massachusetts
$87.2K
FP
2841
Financial Perspectives
Minnesota
$85.7K
JFA
2842
JNBA Financial Advisors
Minnesota
$85.5K
WCM
2843
Winthrop Capital Management
Indiana
$85K
HHCP
2844
Hilton Head Capital Partners
South Carolina
$83.6K
FA
2845
Fountainhead AM
New Jersey
$83.1K
FG
2846
Fairman Group
Pennsylvania
$81.4K
WA
2847
WPG Advisers
Maryland
$78.4K
PP
2848
PFS Partners
New Jersey
$78K
OAJ
2849
Ogorek Anthony Joseph
New York
$78K
FPF
2850
First Pacific Financial
Washington
$77K