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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
MB
2951
MidFirst Bank
Oklahoma
$5.92K
HIA
2952
HFM Investment Advisors
New Jersey
$4.81K
PS
2953
PayPay Securities
Japan
$4.81K
DI
2954
DAGCO Inc
Ohio
$4.07K
SFS
2955
Sunrise Financial Services
Washington
$4.07K
BMC
2956
Bear Mountain Capital
Washington
$3.97K
WAS
2957
Winch Advisory Services
Wisconsin
$3.86K
YAL
2958
Your Advocates Ltd
Texas
$3.79K
TCM
2959
TD Capital Management
Tennessee
$3.71K
JSAM
2960
J. Safra Asset Management
New York
$3.7K
GWM
2961
Gilpin Wealth Management
Colorado
$3.33K
RWS
2962
Retirement Wealth Solutions
Wisconsin
$2.96K
IPS
2963
Investors Portfolio Services
Washington
$2.96K
CWM
2964
Copia Wealth Management
Oregon
$2.59K
SA
2965
Seneschal Advisors
Washington
$2.59K
LA
2966
LM Advisors
California
$2.07K
HC
2967
Hara Capital
Washington
$1.85K
BIM
2968
Breakwater Investment Management
Washington
$1.85K
BGWM
2969
Bridge Generations Wealth Management
Florida
$1.48K
WA
2970
Whipplewood Advisors
Colorado
$1.48K
CNBT
2971
Cornerstone National Bank & Trust
Illinois
$1.11K
SRCM
2972
Signature Resources Capital Management
California
$1.11K
DWM
2973
Darwin Wealth Management
Florida
$1.11K
BWM
2974
Benson Wealth Management
Tennessee
$740
CWP
2975
Clark Wealth Partners
Illinois
$370