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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
LIA
2901
Luken Investment Analytics
Tennessee
$9.99K
AF
2902
Aviso Financial
Ontario, Canada
$9.99K
FUBT
2903
First United Bank & Trust
Maryland
$9.25K
IFS
2904
Intelligent Financial Strategies
Minnesota
$9.25K
PWA
2905
Principia Wealth Advisory
Texas
$8.88K
ACM
2906
Anfield Capital Management
California
$8.51K
AP
2907
Atwood & Palmer
Missouri
$8.51K
TPBG
2908
Turning Point Benefit Group
Maryland
$8.51K
HAP
2909
Harbor Asset Planning
Massachusetts
$8.14K
AP
2910
Aspect Partners
Virginia
$8.14K
EFMH
2911
E Fund Management (HK)
Hong Kong
$8.12K
NWM
2912
Nova Wealth Management
Florida
$8.06K
MSFP
2913
Mark Sheptoff Financial Planning
Connecticut
$7.77K
CC
2914
Corsicana & Co
Texas
$7.77K
MAS
2915
MPWM Advisory Solutions
Georgia
$7.77K
IA
2916
IFS Advisors
Kansas
$7.4K
CMA
2917
Cedar Mountain Advisors
Oregon
$7.03K
RPA
2918
Redwood Park Advisors
California
$6.68K
DCM
2919
Davis Capital Management
Florida
$6.66K
WA
2920
WestEnd Advisors
North Carolina
$6.66K
CFP
2921
Comprehensive Financial Planning
Pennsylvania
$6.29K
TAM
2922
Tucker Asset Management
Colorado
$6.29K
QWM
2923
Quaker Wealth Management
New Jersey
$5.92K
MB
2924
MidFirst Bank
Oklahoma
$5.92K
HIA
2925
HFM Investment Advisors
New Jersey
$4.81K