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American Express

2,979 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 396 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
2,979
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
JAG
801
Journey Advisory Group
Kentucky
$5.31M
AG
802
Ascent Group
Virginia
$5.3M
WANY
803
Wealthspire Advisors (New York)
New York
$5.28M
CAG
804
Crestwood Advisors Group
Massachusetts
$5.28M
SSW
805
Stone Summit Wealth
Florida
$5.27M
AP
806
Americana Partners
Texas
$5.24M
HIC
807
Hartline Investment Corp
Illinois
$5.22M
CCA
808
Catalyst Capital Advisors
New York
$5.21M
RWM
809
Ritholtz Wealth Management
New York
$5.18M
HTC
810
Haverford Trust Company
Pennsylvania
$5.17M
WC
811
Wynn Capital
Georgia
$5.17M
BFA
812
Brendel Financial Advisors
New Hampshire
$5.16M
EWM
813
Empirical Wealth Management
Washington
$5.16M
BFIM
814
Beese Fulmer Investment Management
Ohio
$5.14M
JIC
815
Joel Isaacson & Co
New York
$5.14M
EWM
816
Evercore Wealth Management
New York
$5.14M
MK
817
MASTERINVEST Kapitalanlage
$5.13M
NC
818
NewSquare Capital
Pennsylvania
$5.1M
SIM
819
Sprucegrove Investment Management
Ontario, Canada
$5.08M
CC
820
Chicago Capital
Illinois
$5.08M
TH
821
TCTC Holdings
Texas
$5.07M
TC
822
TwinBeech Capital
New York
$5.06M
CW
823
CreativeOne Wealth
Kansas
$5.04M
WSFS
824
Wilmington Savings Fund Society
Delaware
$5.03M
GIM
825
Goelzer Investment Management
Indiana
$5.03M