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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
VWWMG
2851
Vermillion & White Wealth Management Group
Pennsylvania
$57K
GA
2852
GoalVest Advisory
New York
$56.6K
CWIG
2853
Chung Wu Investment Group
Texas
$55.9K
HPWM
2854
High Point Wealth Management
New Jersey
$53.5K
RS
2855
Rakuten Securities
Japan
$53.3K
RF
2856
Roxbury Financial
New Jersey
$53.1K
SVWA
2857
Sarver Vrooman Wealth Advisors
Missouri
$51.8K
AFC
2858
Ares Financial Consulting
California
$51.4K
1NWS
2859
1 North Wealth Services
Maryland
$51.1K
MFP
2860
Meramec Financial Planners
Missouri
$50.9K
Loomis, Sayles & Company
2861
Loomis, Sayles & Company
Massachusetts
$50.3K
AIA
2862
Aventus Investment Advisors
Florida
$49.6K
BFP
2863
Birchwood Financial Partners
Minnesota
$49.4K
PSFG
2864
Park Square Financial Group
Georgia
$49.3K
TSMHT
2865
Thurston Springer Miller Herd & Titak
Indiana
$48.5K
CH
2866
Canton Hathaway
Rhode Island
$48.1K
IIM
2867
IFC & Insurance Marketing
California
$47K
HFS
2868
Hughes Financial Services
Virginia
$46.8K
NIM
2869
Nexus Investment Management
Ontario, Canada
$46.2K
SIC
2870
SJS Investment Consulting
Ohio
$45.9K
AF
2871
Abound Financial
California
$45.3K
MAM
2872
Meeder Asset Management
Ohio
$44.8K
SC
2873
Solstein Capital
California
$44.8K
AIC
2874
Archer Investment Corporation
Indiana
$44.1K
ACA
2875
American Capital Advisory
Idaho
$43.9K