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American Express

2,991 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 399 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 capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

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
2,991
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
BAWC
3051
Boyce & Associates Wealth Consulting
Texas
CM
3052
Capula Management
Cayman Islands
FA
3053
Fiducient Advisors
Illinois
GSWM
3054
Greenup Street Wealth Management
Michigan
SGFG
3055
Silver Grove Financial Group
New York
WAL
3056
W Advisors LLC
Tennessee
MCCA
3057
Mill Creek Capital Advisors
Pennsylvania
CWA
3058
CogentBlue Wealth Advisors
Tennessee
LF
3059
Lee Financial
Texas
VBA
3060
von Borstel & Associates
Oregon
JWM
3061
JPL Wealth Management
Colorado
PD
3062
Planning Directions
Pennsylvania
FAM
3063
Fenimore Asset Management
New York
FGAM
3064
Financial Gravity Asset Management
Texas
IUHSA
3065
Itau Unibanco Holding S.A.
Brazil
RA
3066
Rise Advisors
New York
MSG
3067
Main Street Group
Virginia
FLP
3068
Financial Life Planners
Arizona
GFWA
3069
Grey Fox Wealth Advisors
Delaware
SCA
3070
Stuart Chaussee & Associates
California
TCM
3071
TruNorth Capital Management
Michigan
CCM
3072
Cloud Capital Management
Washington
PP
3073
Pacifica Partners
Canada
GCGDR
3074
Geo Capital Gestora de Recursos
Brazil
QL
3075
Quarry LP
New York