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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
AF
2976
Aviso Financial
Ontario, Canada
$9.99K
FUBT
2977
First United Bank & Trust
Maryland
$9.25K
IFS
2978
Intelligent Financial Strategies
Minnesota
$9.25K
BW
2979
Bravera Wealth
North Dakota
$9.25K
PWA
2980
Principia Wealth Advisory
Texas
$8.88K
ACM
2981
Anfield Capital Management
California
$8.51K
AP
2982
Atwood & Palmer
Missouri
$8.51K
TPBG
2983
Turning Point Benefit Group
Maryland
$8.51K
HAP
2984
Harbor Asset Planning
Massachusetts
$8.14K
AP
2985
Aspect Partners
Virginia
$8.14K
EFMH
2986
E Fund Management (HK)
Hong Kong
$8.12K
NWM
2987
Nova Wealth Management
Florida
$8.06K
CC
2988
Corsicana & Co
Texas
$7.77K
MSFP
2989
Mark Sheptoff Financial Planning
Connecticut
$7.77K
MAS
2990
MPWM Advisory Solutions
Georgia
$7.77K
IA
2991
IFS Advisors
Kansas
$7.4K
CMA
2992
Cedar Mountain Advisors
Oregon
$7.03K
RPA
2993
Redwood Park Advisors
California
$6.68K
DCM
2994
Davis Capital Management
Florida
$6.66K
WA
2995
WestEnd Advisors
North Carolina
$6.66K
CFP
2996
Comprehensive Financial Planning
Pennsylvania
$6.29K
TAM
2997
Tucker Asset Management
Colorado
$6.29K
QWM
2998
Quaker Wealth Management
New Jersey
$5.92K
MB
2999
MidFirst Bank
Oklahoma
$5.92K
TBFA
3000
Three Bearings Fiduciary Advisors
New Hampshire
$4.94K