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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
MLL
776
Moody Lynn & Lieberson
Massachusetts
$5.81M
IWC
777
Integrated Wealth Concepts
Massachusetts
$5.8M
HWAM
778
Hennion & Walsh Asset Management
New Jersey
$5.79M
FFA
779
Farther Finance Advisors
California
$5.75M
CAM
780
Covenant Asset Management
New Jersey
$5.75M
CA
781
CoreCap Advisors
Michigan
$5.75M
AIA
782
AssuredPartners Investment Advisors
Florida
$5.69M
SLI
783
Sumitomo Life Insurance
Japan
$5.66M
SC
784
SouthState Corp
Florida
$5.65M
FMWA
785
Forvis Mazars Wealth Advisors
Missouri
$5.64M
NRG
786
Nemes Rush Group
Michigan
$5.62M
CBA
787
Coastal Bridge Advisors
Connecticut
$5.57M
EFMC
788
Empire Financial Management Company
New York
$5.56M
RCM
789
Regency Capital Management
Hawaii
$5.55M
MJP
790
Michael J. Puzo
$5.52M
CIC
791
Carnegie Investment Counsel
Ohio
$5.51M
AMI
792
Amica Mutual Insurance
Rhode Island
$5.49M
CI
793
Conning Inc
Connecticut
$5.47M
FRA
794
Frank Rimerman Advisors
California
$5.46M
MC
795
Mathes Company
New York
$5.45M
SAM
796
Securian Asset Management
Minnesota
$5.4M
BBWA
797
Bell & Brown Wealth Advisors
California
$5.4M
BFA
798
Benedict Financial Advisors
Georgia
$5.39M
GWMIA
799
Global Wealth Management Investment Advisory
Florida
$5.38M
ACP
800
Aviance Capital Partners
Florida
$5.38M