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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
TFGT
2926
TS Financial Group (TSFG)
Illinois
$10K
LFA
2927
LGT Financial Advisors
Texas
$9.99K
LIA
2928
Luken Investment Analytics
Tennessee
$9.99K
AF
2929
Aviso Financial
Ontario, Canada
$9.99K
FUBT
2930
First United Bank & Trust
Maryland
$9.25K
IFS
2931
Intelligent Financial Strategies
Minnesota
$9.25K
PWA
2932
Principia Wealth Advisory
Texas
$8.88K
ACM
2933
Anfield Capital Management
California
$8.51K
AP
2934
Atwood & Palmer
Missouri
$8.51K
TPBG
2935
Turning Point Benefit Group
Maryland
$8.51K
HAP
2936
Harbor Asset Planning
Massachusetts
$8.14K
AP
2937
Aspect Partners
Virginia
$8.14K
EFMH
2938
E Fund Management (HK)
Hong Kong
$8.12K
NWM
2939
Nova Wealth Management
Florida
$8.06K
MSFP
2940
Mark Sheptoff Financial Planning
Connecticut
$7.77K
CC
2941
Corsicana & Co
Texas
$7.77K
MAS
2942
MPWM Advisory Solutions
Georgia
$7.77K
IA
2943
IFS Advisors
Kansas
$7.4K
CMA
2944
Cedar Mountain Advisors
Oregon
$7.03K
RPA
2945
Redwood Park Advisors
California
$6.68K
DCM
2946
Davis Capital Management
Florida
$6.66K
WA
2947
WestEnd Advisors
North Carolina
$6.66K
CFP
2948
Comprehensive Financial Planning
Pennsylvania
$6.29K
TAM
2949
Tucker Asset Management
Colorado
$6.29K
QWM
2950
Quaker Wealth Management
New Jersey
$5.92K