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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
JSW
726
Journey Strategic Wealth
New Jersey
$6.68M
MA
727
Montag & Associates
Georgia
$6.68M
GT
728
Glenview Trust
Kentucky
$6.67M
SAM
729
Sagewood Asset Management
New York
$6.66M
GL
730
GHE LLC
Tennessee
$6.66M
PCI
731
Pacifica Capital Investments
Texas
$6.66M
CA
732
Callahan Advisors
Texas
$6.6M
RWFS
733
Rayburn West Financial Services
Tennessee
$6.59M
NG
734
NWK Group
California
$6.57M
VA
735
Vident Advisory
Georgia
$6.52M
WETS
736
Wealth Enhancement Trust Services
South Dakota
$6.48M
CPC
737
CFC Planning Company
Indiana
$6.47M
SPG
738
Strategic Planning Group
Utah
$6.42M
AWM
739
Apollon Wealth Management
South Carolina
$6.36M
NMIMC
740
Northwestern Mutual Investment Management Company
Wisconsin
$6.35M
BHCM
741
Brevan Howard Capital Management
Jersey
$6.35M
SFO
742
Stenger Family Office
Illinois
$6.32M
ECM
743
Elgethun Capital Management
South Dakota
$6.3M
TS
744
Triglav Skladi
Slovenia
$6.29M
CCM
745
Cullen Capital Management
New York
$6.28M
NA
746
Nordwand Advisors
Pennsylvania
$6.26M
PTCG
747
Pring Turner Capital Group
California
$6.26M
PFM
748
Patton Fund Management
Texas
$6.24M
KCM
749
Kanawha Capital Management
Virginia
$6.22M
TBA
750
Tower Bridge Advisors
Pennsylvania
$6.21M