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American Express

2,976 hedge funds and large institutions have $216B 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:

1.38% more ownership

Funds ownership: 83.61%84.99% (+1.4%)

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
HC
2876
Hoese & Co
Minnesota
$29.6K
WAG
2877
Wilkerson Advisory Group
Missouri
$29.2K
VWM
2878
Valley Wealth Managers
New Jersey
$28.1K
AIM
2879
Access Investment Management
Georgia
$27.2K
ECM
2880
Estabrook Capital Management
New York
$26.3K
SFAM
2881
Sawyer Falduto Asset Management
Illinois
$25.9K
JGCM
2882
Joseph Group Capital Management
Ohio
$25.9K
EWM
2883
Evolution Wealth Management
Florida
$24.8K
PIS
2884
POM Investment Strategies
North Carolina
$23.5K
CFM
2885
Cornerstone Financial Management
Massachusetts
$23.3K
IW
2886
Imprint Wealth
South Carolina
$22.6K
FFA
2887
Frazier Financial Advisors
Ohio
$22.2K
RL
2888
Rogco LP
Oklahoma
$20.7K
VWA
2889
Valued Wealth Advisors
Utah
$20.5K
EPIMS
2890
Evelyn Partners Investment Management Services
$20.3K
GCMLDOWM
2891
Gunpowder Capital Management, LLC dba Oliver Wealth Management
Maryland
$20K
GFA
2892
Godfrey Financial Associates
New York
$20K
NL
2893
Navalign LLC
California
$19.3K
SC
2894
Swan Capital
Florida
$19K
DPW
2895
DiNuzzo Private Wealth
Pennsylvania
$18.9K
ETS
2896
ESL Trust Services
New York
$18.5K
CWA
2897
Carolina Wealth Advisors
South Carolina
$17.8K
RWA
2898
Redmont Wealth Advisors
Illinois
$17.4K
BFS
2899
Bare Financial Services
Pennsylvania
$17.4K
SHIM
2900
Stone House Investment Management
Pennsylvania
$17.1K