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American Express

2,992 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 400 funds opening new positions, 1,053 increasing their positions, 1,121 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.51% more ownership

Funds ownership: 83.61%85.12% (+1.5%)

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: 1,053 | Existing positions reduced: 1,121

Holders
2,992
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
106
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
FFA
2901
Frazier Financial Advisors
Ohio
$22.2K
RL
2902
Rogco LP
Oklahoma
$20.7K
VWA
2903
Valued Wealth Advisors
Utah
$20.5K
EPIMS
2904
Evelyn Partners Investment Management Services
$20.3K
GCM
2905
Gunpowder Capital Management
Maryland
$20K
GFA
2906
Godfrey Financial Associates
New York
$20K
NL
2907
Navalign LLC
California
$19.3K
SC
2908
Swan Capital
Florida
$19K
DPW
2909
DiNuzzo Private Wealth
Pennsylvania
$18.9K
ETS
2910
ESL Trust Services
New York
$18.5K
CWA
2911
Carolina Wealth Advisors
South Carolina
$17.8K
RWA
2912
Redmont Wealth Advisors
Illinois
$17.4K
BFS
2913
Bare Financial Services
Pennsylvania
$17.4K
SHIM
2914
Stone House Investment Management
Pennsylvania
$17.1K
TWD
2915
True Wealth Design
Ohio
$16.4K
HCM
2916
Horrell Capital Management
Arkansas
$16.3K
WWA
2917
Wealth Watch Advisors
Colorado
$15.5K
EWP
2918
Elevation Wealth Partners
California
$15.5K
NWS
2919
Nvest Wealth Strategies
Ohio
$15.5K
NSG
2920
Nalls Sherbakoff Group
Tennessee
$14.1K
EPAM
2921
Evelyn Partners Asset Management
$14.1K
FW
2922
Fairway Wealth
Ohio
$13.7K
HWM
2923
HighMark Wealth Management
Minnesota
$13.2K
GWSG
2924
GPS Wealth Strategies Group
Colorado
$12.9K
KCM
2925
Key Capital Management
Tennessee
$12.6K