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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
NSG
2951
Nalls Sherbakoff Group
Tennessee
$14.1K
FW
2952
Fairway Wealth
Ohio
$13.7K
HWM
2953
HighMark Wealth Management
Minnesota
$13.2K
EP
2954
Essential Partners
California
$13K
GWSG
2955
GPS Wealth Strategies Group
Colorado
$12.9K
KCM
2956
Key Capital Management
Tennessee
$12.6K
ORAM
2957
One River Asset Management
Connecticut
$12.6K
GIM
2958
Gold Investment Management
Alberta, Canada
$12.2K
BGA
2959
Battery Global Advisors
Massachusetts
$12.2K
OBWP
2960
O'Brien Wealth Partners
Massachusetts
$12.2K
RTL
2961
Red Tortoise LLC
Georgia
$11.8K
HFS
2962
Horizon Financial Services
North Carolina
$11.8K
MA
2963
Modus Advisors
Minnesota
$11.8K
MNA
2964
Manning & Napier Advisors
New York
$11.2K
OA
2965
Operose Advisors
Wisconsin
$11.1K
DWA
2966
Delos Wealth Advisors
Texas
$11.1K
WW
2967
Winnow Wealth
Texas
$10.7K
KSB
2968
Kennebec Savings Bank
Maine
$10.7K
EWA
2969
EQ Wealth Advisors
Texas
$10.6K
PG
2970
Proffitt & Goodson
Tennessee
$10.4K
HHGA
2971
Halbert Hargrove Global Advisors
California
$10.4K
CJ
2972
Caitlin John
Michigan
$10.2K
TFGT
2973
TS Financial Group (TSFG)
Illinois
$10K
LFA
2974
LGT Financial Advisors
Texas
$9.99K
LIA
2975
Luken Investment Analytics
Tennessee
$9.99K