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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
MAS
751
Meeder Advisory Services
Ohio
$6.15M
LF
752
Longbow Finance
Switzerland
$6.11M
RCA
753
Resonant Capital Advisors
Wisconsin
$6.11M
GHAM
754
Gilman Hill Asset Management
Connecticut
$6.11M
WA
755
WP Advisors
California
$6.1M
BWM
756
BNC Wealth Management
Oregon
$6.09M
AWM
757
Avior Wealth Management
Nebraska
$6.07M
S
758
SignatureFD
Georgia
$6.06M
LJCM
759
Lee Johnson Capital Management
Texas
$6.04M
PNC
760
Park National Corp
Ohio
$6.04M
BFA
761
Bill Few Associates
Pennsylvania
$6.04M
TLP
762
Trinity Legacy Partners
Texas
$6.02M
AWM
763
AE Wealth Management
Kansas
$6M
GRP
764
Global Retirement Partners
California
$5.99M
GT
765
Greenleaf Trust
Michigan
$5.98M
FMTC
766
Farmers & Merchants Trust Company
California
$5.96M
BAM
767
Brave Asset Management
New Jersey
$5.94M
MCB
768
Morton Community Bank
Illinois
$5.86M
ECM
769
Everence Capital Management
Indiana
$5.84M
HCM
770
Hodges Capital Management
Texas
$5.84M
NB
771
NBT Bank
New York
$5.81M
MLL
772
Moody Lynn & Lieberson
Massachusetts
$5.81M
IWC
773
Integrated Wealth Concepts
Massachusetts
$5.8M
HWAM
774
Hennion & Walsh Asset Management
New Jersey
$5.79M
FFA
775
Farther Finance Advisors
California
$5.75M