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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
TC
826
TwinBeech Capital
New York
$5.06M
CW
827
CreativeOne Wealth
Kansas
$5.04M
WSFS
828
Wilmington Savings Fund Society
Delaware
$5.03M
GIM
829
Goelzer Investment Management
Indiana
$5.03M
PMWMG
830
Parr McKnight Wealth Management Group
Minnesota
$5.02M
PA
831
Parallel Advisors
California
$5.02M
YIH
832
Y-Intercept (HK)
Hong Kong
$5.02M
FTWA
833
Fifth Third Wealth Advisors
Ohio
$5.01M
CTA
834
Clear Trail Advisors
Texas
$5M
BCM
835
Buckhead Capital Management
Georgia
$4.92M
CPBTD
836
Central Pacific Bank - Trust Division
Hawaii
$4.92M
GD
837
Grandfield & Dodd
New York
$4.92M
BCM
838
Birmingham Capital Management
Alabama
$4.91M
CC
839
Constitution Capital
Connecticut
$4.91M
FA
840
Fiduciary Alliance
South Carolina
$4.91M
XT
841
XTX Topco
Cayman Islands
$4.89M
SVWAG
842
Sound View Wealth Advisors Group
Georgia
$4.86M
MPPLM
843
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.84M
RA
844
RFG Advisory
Alabama
$4.84M
TPCW
845
TD Private Client Wealth
New York
$4.79M
SSWM
846
Smith Salley Wealth Management
North Carolina
$4.79M
JFG
847
Jefferies Financial Group
New York
$4.78M
HIS
848
Horizon Investment Services
Indiana
$4.78M
BFO
849
Boston Family Office
Massachusetts
$4.78M
SWA
850
Strata Wealth Advisors
Texas
$4.75M