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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
M1FG
3026
Mach-1 Financial Group
Arkansas
IQI
3027
Integrated Quantitative Investments
Washington
NMC
3028
Nine Masts Capital
Hong Kong
HI
3029
Humankind Investments
New York
RW
3030
Rede Wealth
Virginia
AIP
3031
Almanack Investment Partners
Pennsylvania
MSF
3032
Mustard Seed Financial
Arkansas
LAM
3033
Longboard Asset Management
Arizona
CWAF
3034
Core Wealth Advisors (Florida)
Florida
BAWC
3035
Boyce & Associates Wealth Consulting
Texas
CM
3036
Capula Management
Cayman Islands
FA
3037
Fiducient Advisors
Illinois
GSWM
3038
Greenup Street Wealth Management
Michigan
SGFG
3039
Silver Grove Financial Group
New York
WAL
3040
W Advisors LLC
Tennessee
MCCA
3041
Mill Creek Capital Advisors
Pennsylvania
CWA
3042
CogentBlue Wealth Advisors
Tennessee
LF
3043
Lee Financial
Texas
VBA
3044
von Borstel & Associates
Oregon
JWM
3045
JPL Wealth Management
Colorado
PD
3046
Planning Directions
Pennsylvania
FAM
3047
Fenimore Asset Management
New York
FGAM
3048
Financial Gravity Asset Management
Texas
IUHSA
3049
Itau Unibanco Holding S.A.
Brazil
RA
3050
Rise Advisors
New York