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American Express

2,975 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, 1,116 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: 1,116

Holders
2,975
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
HCM
2901
Horrell Capital Management
Arkansas
$16.3K
WWA
2902
Wealth Watch Advisors
Colorado
$15.5K
EWP
2903
Elevation Wealth Partners
California
$15.5K
NWS
2904
Nvest Wealth Strategies
Ohio
$15.5K
EPAM
2905
Evelyn Partners Asset Management
$14.1K
FW
2906
Fairway Wealth
Ohio
$13.7K
HWM
2907
HighMark Wealth Management
Minnesota
$13.2K
GWSG
2908
GPS Wealth Strategies Group
Colorado
$12.9K
KCM
2909
Key Capital Management
Tennessee
$12.6K
ORAM
2910
One River Asset Management
Connecticut
$12.6K
GIM
2911
Gold Investment Management
Alberta, Canada
$12.2K
OBWP
2912
O'Brien Wealth Partners
Massachusetts
$12.2K
BGA
2913
Battery Global Advisors
Massachusetts
$12.2K
RTL
2914
Red Tortoise LLC
Georgia
$11.8K
HFS
2915
Horizon Financial Services
North Carolina
$11.8K
MA
2916
Modus Advisors
Minnesota
$11.8K
MNA
2917
Manning & Napier Advisors
New York
$11.2K
OA
2918
Operose Advisors
Wisconsin
$11.1K
DWA
2919
Delos Wealth Advisors
Texas
$11.1K
WW
2920
Winnow Wealth
Texas
$10.7K
KSB
2921
Kennebec Savings Bank
Maine
$10.7K
EWA
2922
EQ Wealth Advisors
Texas
$10.6K
PG
2923
Proffitt & Goodson
Tennessee
$10.4K
HHGA
2924
Halbert Hargrove Global Advisors
California
$10.4K
CJ
2925
Caitlin John
Michigan
$10.2K