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American Express

2,992 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 400 funds opening new positions, 1,053 increasing their positions, 1,121 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:

1.51% more ownership

Funds ownership: 83.61%85.12% (+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: 1,053 | Existing positions reduced: 1,121

Holders
2,992
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
106
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
CWAF
3051
Core Wealth Advisors (Florida)
Florida
BAWC
3052
Boyce & Associates Wealth Consulting
Texas
CM
3053
Capula Management
Cayman Islands
FA
3054
Fiducient Advisors
Illinois
GSWM
3055
Greenup Street Wealth Management
Michigan
SGFG
3056
Silver Grove Financial Group
New York
WAL
3057
W Advisors LLC
Tennessee
MCCA
3058
Mill Creek Capital Advisors
Pennsylvania
CWA
3059
CogentBlue Wealth Advisors
Tennessee
LF
3060
Lee Financial
Texas
VBA
3061
von Borstel & Associates
Oregon
JWM
3062
JPL Wealth Management
Colorado
PD
3063
Planning Directions
Pennsylvania
FAM
3064
Fenimore Asset Management
New York
FGAM
3065
Financial Gravity Asset Management
Texas
IUHSA
3066
Itau Unibanco Holding S.A.
Brazil
RA
3067
Rise Advisors
New York
MSG
3068
Main Street Group
Virginia
FLP
3069
Financial Life Planners
Arizona
GFWA
3070
Grey Fox Wealth Advisors
Delaware
SCA
3071
Stuart Chaussee & Associates
California
TCM
3072
TruNorth Capital Management
Michigan
CCM
3073
Cloud Capital Management
Washington
PP
3074
Pacifica Partners
Canada
GCGDR
3075
Geo Capital Gestora de Recursos
Brazil