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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
HIA
3001
HFM Investment Advisors
New Jersey
$4.81K
PS
3002
PayPay Securities
Japan
$4.81K
DI
3003
DAGCO Inc
Ohio
$4.07K
SFS
3004
Sunrise Financial Services
Washington
$4.07K
BMC
3005
Bear Mountain Capital
Washington
$3.97K
WAS
3006
Winch Advisory Services
Wisconsin
$3.86K
YAL
3007
Your Advocates Ltd
Texas
$3.79K
TCM
3008
TD Capital Management
Tennessee
$3.71K
JSAM
3009
J. Safra Asset Management
New York
$3.7K
GWM
3010
Gilpin Wealth Management
Colorado
$3.33K
IPS
3011
Investors Portfolio Services
Washington
$2.96K
RWS
3012
Retirement Wealth Solutions
Wisconsin
$2.96K
CWM
3013
Copia Wealth Management
Oregon
$2.59K
SA
3014
Seneschal Advisors
Washington
$2.59K
LA
3015
LM Advisors
California
$2.07K
HC
3016
Hara Capital
Washington
$1.85K
BIM
3017
Breakwater Investment Management
Washington
$1.85K
BGWM
3018
Bridge Generations Wealth Management
Florida
$1.48K
WA
3019
Whipplewood Advisors
Colorado
$1.48K
CNBT
3020
Cornerstone National Bank & Trust
Illinois
$1.11K
SRCM
3021
Signature Resources Capital Management
California
$1.11K
DWM
3022
Darwin Wealth Management
Florida
$1.11K
BWM
3023
Benson Wealth Management
Tennessee
$740
NL
3024
NorthAvenue LLC
Ohio
$740
CWP
3025
Clark Wealth Partners
Illinois
$370