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American Express

2,949 hedge funds and large institutions have $216B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 378 funds opening new positions, 1,044 increasing their positions, 1,110 reducing their positions, and 91 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:

1.08% more ownership

Funds ownership: 83.61%84.69% (+1.1%)

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: 1,044 | Existing positions reduced: 1,110

Holders
2,949
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
WAG
2851
Wilkerson Advisory Group
Missouri
$29.2K
VWM
2852
Valley Wealth Managers
New Jersey
$28.1K
CIAM
2853
Caitong International Asset Management
Hong Kong
$27.7K
AIM
2854
Access Investment Management
Georgia
$27.2K
ECM
2855
Estabrook Capital Management
New York
$26.3K
SFAM
2856
Sawyer Falduto Asset Management
Illinois
$25.9K
JGCM
2857
Joseph Group Capital Management
Ohio
$25.9K
EWM
2858
Evolution Wealth Management
Florida
$24.8K
PIS
2859
POM Investment Strategies
North Carolina
$23.5K
CFM
2860
Cornerstone Financial Management
Massachusetts
$23.3K
IW
2861
Imprint Wealth
South Carolina
$22.6K
FFA
2862
Frazier Financial Advisors
Ohio
$22.2K
RL
2863
Rogco LP
Oklahoma
$20.7K
VWA
2864
Valued Wealth Advisors
Utah
$20.5K
EPIMS
2865
Evelyn Partners Investment Management Services
$20.3K
GFA
2866
Godfrey Financial Associates
New York
$20K
NL
2867
Navalign LLC
California
$19.3K
SC
2868
Swan Capital
Florida
$19K
DPW
2869
DiNuzzo Private Wealth
Pennsylvania
$18.9K
ETS
2870
ESL Trust Services
New York
$18.5K
CWA
2871
Carolina Wealth Advisors
South Carolina
$17.8K
RWA
2872
Redmont Wealth Advisors
Illinois
$17.4K
BFS
2873
Bare Financial Services
Pennsylvania
$17.4K
SHIM
2874
Stone House Investment Management
Pennsylvania
$17.1K
TWD
2875
True Wealth Design
Ohio
$16.4K