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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
PS
2926
PayPay Securities
Japan
$4.81K
DI
2927
DAGCO Inc
Ohio
$4.07K
SFS
2928
Sunrise Financial Services
Washington
$4.07K
BMC
2929
Bear Mountain Capital
Washington
$3.97K
WAS
2930
Winch Advisory Services
Wisconsin
$3.86K
YAL
2931
Your Advocates Ltd
Texas
$3.79K
JSAM
2932
J. Safra Asset Management
New York
$3.7K
GWM
2933
Gilpin Wealth Management
Colorado
$3.33K
RWS
2934
Retirement Wealth Solutions
Wisconsin
$2.96K
IPS
2935
Investors Portfolio Services
Washington
$2.96K
CWM
2936
Copia Wealth Management
Oregon
$2.59K
SA
2937
Seneschal Advisors
Washington
$2.59K
LA
2938
LM Advisors
California
$2.07K
HC
2939
Hara Capital
Washington
$1.85K
BIM
2940
Breakwater Investment Management
Washington
$1.85K
BGWM
2941
Bridge Generations Wealth Management
Florida
$1.48K
WA
2942
Whipplewood Advisors
Colorado
$1.48K
SRCM
2943
Signature Resources Capital Management
California
$1.11K
CNBT
2944
Cornerstone National Bank & Trust
Illinois
$1.11K
DWM
2945
Darwin Wealth Management
Florida
$1.11K
BWM
2946
Benson Wealth Management
Tennessee
$740
CWP
2947
Clark Wealth Partners
Illinois
$370
TAM
2948
Troy Asset Management
United Kingdom
Walleye Trading
2949
Walleye Trading
New York
Zurich Cantonal Bank
2950
Zurich Cantonal Bank
Switzerland