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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
KCM
2926
Key Capital Management
Tennessee
$12.6K
GIM
2927
Gold Investment Management
Alberta, Canada
$12.2K
OBWP
2928
O'Brien Wealth Partners
Massachusetts
$12.2K
BGA
2929
Battery Global Advisors
Massachusetts
$12.2K
RTL
2930
Red Tortoise LLC
Georgia
$11.8K
HFS
2931
Horizon Financial Services
North Carolina
$11.8K
MA
2932
Modus Advisors
Minnesota
$11.8K
MNA
2933
Manning & Napier Advisors
New York
$11.2K
OA
2934
Operose Advisors
Wisconsin
$11.1K
DWA
2935
Delos Wealth Advisors
Texas
$11.1K
WW
2936
Winnow Wealth
Texas
$10.7K
KSB
2937
Kennebec Savings Bank
Maine
$10.7K
EWA
2938
EQ Wealth Advisors
Texas
$10.6K
PG
2939
Proffitt & Goodson
Tennessee
$10.4K
HHGA
2940
Halbert Hargrove Global Advisors
California
$10.4K
CJ
2941
Caitlin John
Michigan
$10.2K
TFGT
2942
TS Financial Group (TSFG)
Illinois
$10K
LFA
2943
LGT Financial Advisors
Texas
$9.99K
LIA
2944
Luken Investment Analytics
Tennessee
$9.99K
AF
2945
Aviso Financial
Ontario, Canada
$9.99K
FUBT
2946
First United Bank & Trust
Maryland
$9.25K
IFS
2947
Intelligent Financial Strategies
Minnesota
$9.25K
PWA
2948
Principia Wealth Advisory
Texas
$8.88K
ACM
2949
Anfield Capital Management
California
$8.51K
AP
2950
Atwood & Palmer
Missouri
$8.51K