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American Express

3,016 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 417 funds opening new positions, 1,058 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:

1.57% more ownership

Funds ownership: 83.62%85.2% (+1.6%)

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: 1,058 | Existing positions reduced: 1,121

Holders
3,016
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
BAWC
3076
Boyce & Associates Wealth Consulting
Texas
CM
3077
Capula Management
Cayman Islands
FA
3078
Fiducient Advisors
Illinois
GSWM
3079
Greenup Street Wealth Management
Michigan
SGFG
3080
Silver Grove Financial Group
New York
WAL
3081
W Advisors LLC
Tennessee
MCCA
3082
Mill Creek Capital Advisors
Pennsylvania
CWA
3083
CogentBlue Wealth Advisors
Tennessee
LF
3084
Lee Financial
Texas
VBA
3085
von Borstel & Associates
Oregon
JWM
3086
JPL Wealth Management
Colorado
PD
3087
Planning Directions
Pennsylvania
FAM
3088
Fenimore Asset Management
New York
FGAM
3089
Financial Gravity Asset Management
Texas
IUHSA
3090
Itau Unibanco Holding S.A.
Brazil
RA
3091
Rise Advisors
New York
MSG
3092
Main Street Group
Virginia
FLP
3093
Financial Life Planners
Arizona
GFWA
3094
Grey Fox Wealth Advisors
Delaware
SCA
3095
Stuart Chaussee & Associates
California
TCM
3096
TruNorth Capital Management
Michigan
CCM
3097
Cloud Capital Management
Washington
PP
3098
Pacifica Partners
Canada
GCGDR
3099
Geo Capital Gestora de Recursos
Brazil
QL
3100
Quarry LP
New York