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American Express

2,978 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 395 funds opening new positions, 1,049 increasing their positions, 1,117 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:

1.49% more ownership

Funds ownership: 83.61%85.1% (+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: 1,049 | Existing positions reduced: 1,117

Holders
2,978
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
GL
726
GHE LLC
Tennessee
$6.66M
PCI
727
Pacifica Capital Investments
Texas
$6.66M
CA
728
Callahan Advisors
Texas
$6.6M
RWFS
729
Rayburn West Financial Services
Tennessee
$6.59M
NG
730
NWK Group
California
$6.57M
VA
731
Vident Advisory
Georgia
$6.52M
WETS
732
Wealth Enhancement Trust Services
South Dakota
$6.48M
CPC
733
CFC Planning Company
Indiana
$6.47M
SPG
734
Strategic Planning Group
Utah
$6.42M
AWM
735
Apollon Wealth Management
South Carolina
$6.36M
NMIMC
736
Northwestern Mutual Investment Management Company
Wisconsin
$6.35M
BHCM
737
Brevan Howard Capital Management
Jersey
$6.35M
SFO
738
Stenger Family Office
Illinois
$6.32M
ECM
739
Elgethun Capital Management
South Dakota
$6.3M
TS
740
Triglav Skladi
Slovenia
$6.29M
CCM
741
Cullen Capital Management
New York
$6.28M
NA
742
Nordwand Advisors
Pennsylvania
$6.26M
PTCG
743
Pring Turner Capital Group
California
$6.26M
PFM
744
Patton Fund Management
Texas
$6.24M
KCM
745
Kanawha Capital Management
Virginia
$6.22M
TBA
746
Tower Bridge Advisors
Pennsylvania
$6.21M
ECM
747
Evergreen Capital Management
Washington
$6.2M
DAS
748
Dynamic Advisor Solutions
Arizona
$6.16M
FLPIM
749
F.L. Putnam Investment Management
Massachusetts
$6.15M
WIS
750
Wright Investors Service
Connecticut
$6.15M