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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
MSA
801
MUFG Securities Americas
New York
$5.36M
GI
802
GAMMA Investing
California
$5.35M
KRSITF
803
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.35M
NP
804
NorthRock Partners
Minnesota
$5.33M
JAG
805
Journey Advisory Group
Kentucky
$5.31M
AG
806
Ascent Group
Virginia
$5.3M
WANY
807
Wealthspire Advisors (New York)
New York
$5.28M
CAG
808
Crestwood Advisors Group
Massachusetts
$5.28M
SSW
809
Stone Summit Wealth
Florida
$5.27M
AP
810
Americana Partners
Texas
$5.24M
HIC
811
Hartline Investment Corp
Illinois
$5.22M
CCA
812
Catalyst Capital Advisors
New York
$5.21M
RWM
813
Ritholtz Wealth Management
New York
$5.18M
HTC
814
Haverford Trust Company
Pennsylvania
$5.17M
WC
815
Wynn Capital
Georgia
$5.17M
BFA
816
Brendel Financial Advisors
New Hampshire
$5.16M
EWM
817
Empirical Wealth Management
Washington
$5.16M
BFIM
818
Beese Fulmer Investment Management
Ohio
$5.14M
JIC
819
Joel Isaacson & Co
New York
$5.14M
EWM
820
Evercore Wealth Management
New York
$5.14M
MK
821
MASTERINVEST Kapitalanlage
$5.13M
NC
822
NewSquare Capital
Pennsylvania
$5.1M
SIM
823
Sprucegrove Investment Management
Ontario, Canada
$5.08M
CC
824
Chicago Capital
Illinois
$5.08M
TH
825
TCTC Holdings
Texas
$5.07M