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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
NMC
3001
Nine Masts Capital
Hong Kong
HI
3002
Humankind Investments
New York
RW
3003
Rede Wealth
Virginia
AIP
3004
Almanack Investment Partners
Pennsylvania
MSF
3005
Mustard Seed Financial
Arkansas
LAM
3006
Longboard Asset Management
Arizona
CWAF
3007
Core Wealth Advisors (Florida)
Florida
BAWC
3008
Boyce & Associates Wealth Consulting
Texas
CM
3009
Capula Management
Cayman Islands
FA
3010
Fiducient Advisors
Illinois
GSWM
3011
Greenup Street Wealth Management
Michigan
SGFG
3012
Silver Grove Financial Group
New York
WAL
3013
W Advisors LLC
Tennessee
MCCA
3014
Mill Creek Capital Advisors
Pennsylvania
CWA
3015
CogentBlue Wealth Advisors
Tennessee
LF
3016
Lee Financial
Texas
VBA
3017
von Borstel & Associates
Oregon
JWM
3018
JPL Wealth Management
Colorado
PD
3019
Planning Directions
Pennsylvania
FAM
3020
Fenimore Asset Management
New York
FGAM
3021
Financial Gravity Asset Management
Texas
IUHSA
3022
Itau Unibanco Holding S.A.
Brazil
RA
3023
Rise Advisors
New York
MSG
3024
Main Street Group
Virginia
FLP
3025
Financial Life Planners
Arizona