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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
M1FG
3076
Mach-1 Financial Group
Arkansas
IQI
3077
Integrated Quantitative Investments
Washington
NMC
3078
Nine Masts Capital
Hong Kong
HI
3079
Humankind Investments
New York
RW
3080
Rede Wealth
Virginia
AIP
3081
Almanack Investment Partners
Pennsylvania
MSF
3082
Mustard Seed Financial
Arkansas
LAM
3083
Longboard Asset Management
Arizona
CWAF
3084
Core Wealth Advisors (Florida)
Florida
BAWC
3085
Boyce & Associates Wealth Consulting
Texas
CM
3086
Capula Management
Cayman Islands
FA
3087
Fiducient Advisors
Illinois
GSWM
3088
Greenup Street Wealth Management
Michigan
SGFG
3089
Silver Grove Financial Group
New York
WAL
3090
W Advisors LLC
Tennessee
MCCA
3091
Mill Creek Capital Advisors
Pennsylvania
CWA
3092
CogentBlue Wealth Advisors
Tennessee
LF
3093
Lee Financial
Texas
VBA
3094
von Borstel & Associates
Oregon
JWM
3095
JPL Wealth Management
Colorado
PD
3096
Planning Directions
Pennsylvania
FAM
3097
Fenimore Asset Management
New York
FGAM
3098
Financial Gravity Asset Management
Texas
IUHSA
3099
Itau Unibanco Holding S.A.
Brazil
RA
3100
Rise Advisors
New York