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American Express

3,025 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 422 funds opening new positions, 1,059 increasing their positions, 1,123 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:

1.53% more ownership

Funds ownership: 83.69%85.23% (+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: 1,059 | Existing positions reduced: 1,123

Holders
3,025
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
107
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
SFAM
2926
Sawyer Falduto Asset Management
Illinois
$25.9K
EWM
2927
Evolution Wealth Management
Florida
$24.8K
PIS
2928
POM Investment Strategies
North Carolina
$23.5K
CFM
2929
Cornerstone Financial Management
Massachusetts
$23.3K
IW
2930
Imprint Wealth
South Carolina
$22.6K
FFA
2931
Frazier Financial Advisors
Ohio
$22.2K
RL
2932
Rogco LP
Oklahoma
$20.7K
VWA
2933
Valued Wealth Advisors
Utah
$20.5K
EPIMS
2934
Evelyn Partners Investment Management Services
$20.3K
GFA
2935
Godfrey Financial Associates
New York
$20K
GCM
2936
Gunpowder Capital Management
Maryland
$20K
NL
2937
Navalign LLC
California
$19.3K
SC
2938
Swan Capital
Florida
$19K
DPW
2939
DiNuzzo Private Wealth
Pennsylvania
$18.9K
ETS
2940
ESL Trust Services
New York
$18.5K
CWA
2941
Carolina Wealth Advisors
South Carolina
$17.8K
RWA
2942
Redmont Wealth Advisors
Illinois
$17.4K
BFS
2943
Bare Financial Services
Pennsylvania
$17.4K
SHIM
2944
Stone House Investment Management
Pennsylvania
$17.1K
TWD
2945
True Wealth Design
Ohio
$16.4K
HCM
2946
Horrell Capital Management
Arkansas
$16.3K
WWA
2947
Wealth Watch Advisors
Colorado
$15.5K
EWP
2948
Elevation Wealth Partners
California
$15.5K
NWS
2949
Nvest Wealth Strategies
Ohio
$15.5K
EPAM
2950
Evelyn Partners Asset Management
$14.1K