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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
JGIA
2826
Jackson Grant Investment Advisers
Connecticut
$75.1K
KG
2827
Kilter Group
New York
$74.7K
SA
2828
SRH Advisors
Kansas
$74K
NRWA
2829
North Ridge Wealth Advisors
Oregon
$74K
CCC
2830
Chelsea Counsel Company
California
$74K
PB
2831
Pinnacle Bancorp
Nebraska
$73.6K
DF
2832
Dunhill Financial
United Kingdom
$72.9K
WOSD
2833
WFA of San Diego
California
$71K
NWMP
2834
Noble Wealth Management PBC
Colorado
$70.4K
ACA
2835
Atlas Capital Advisors
Wyoming
$69.5K
FMP
2836
Financial Management Professionals
Texas
$68.4K
CWP
2837
Concord Wealth Partners
Virginia
$68.1K
LAS
2838
Lloyd Advisory Services
Georgia
$67.7K
IWMWV
2839
Ironwood Wealth Management (West Virginia)
West Virginia
$67.6K
GWM
2840
Greenline Wealth Management
Florida
$65.6K
RWM
2841
Rialto Wealth Management
New York
$65.1K
IRAG
2842
Investment Research & Advisory Group
Georgia
$64.9K
GWS
2843
Greykasell Wealth Strategies
California
$64.7K
FNWA
2844
Financial Network Wealth Advisors
Utah
$64.1K
NI
2845
NCP Inc
California
$63.6K
MW
2846
Merited Wealth
Florida
$62.9K
RTC
2847
Riverview Trust Company
Washington
$62.5K
FCG
2848
Financial Connections Group
California
$61K
TCM
2849
Tradewinds Capital Management
Washington
$58.5K
SA
2850
Scarborough Advisors
Maryland
$57K