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American Express

2,947 hedge funds and large institutions have $216B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 376 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
2,947
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
EWP
2876
Elevation Wealth Partners
California
$15.5K
NWS
2877
Nvest Wealth Strategies
Ohio
$15.5K
EPAM
2878
Evelyn Partners Asset Management
$14.1K
FW
2879
Fairway Wealth
Ohio
$13.7K
HWM
2880
HighMark Wealth Management
Minnesota
$13.2K
GWSG
2881
GPS Wealth Strategies Group
Colorado
$12.9K
KCM
2882
Key Capital Management
Tennessee
$12.6K
ORAM
2883
One River Asset Management
Connecticut
$12.6K
GIM
2884
Gold Investment Management
Alberta, Canada
$12.2K
OBWP
2885
O'Brien Wealth Partners
Massachusetts
$12.2K
BGA
2886
Battery Global Advisors
Massachusetts
$12.2K
RTL
2887
Red Tortoise LLC
Georgia
$11.8K
HFS
2888
Horizon Financial Services
North Carolina
$11.8K
MA
2889
Modus Advisors
Minnesota
$11.8K
MNA
2890
Manning & Napier Advisors
New York
$11.2K
OA
2891
Operose Advisors
Wisconsin
$11.1K
DWA
2892
Delos Wealth Advisors
Texas
$11.1K
WW
2893
Winnow Wealth
Texas
$10.7K
KSB
2894
Kennebec Savings Bank
Maine
$10.7K
EWA
2895
EQ Wealth Advisors
Texas
$10.6K
PG
2896
Proffitt & Goodson
Tennessee
$10.4K
HHGA
2897
Halbert Hargrove Global Advisors
California
$10.4K
CJ
2898
Caitlin John
Michigan
$10.2K
TFGT
2899
TS Financial Group (TSFG)
Illinois
$10K
LFA
2900
LGT Financial Advisors
Texas
$9.99K