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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
CIG
901
Cullen Investment Group
Louisiana
$4.01M
BSA
902
Bull Street Advisors
Georgia
$4.01M
GWCM
903
Godshalk Welsh Capital Management
Pennsylvania
$3.99M
DAS
904
Diversify Advisory Services
Utah
$3.99M
CWI
905
Conscious Wealth Investments
Florida
$3.98M
TBT
906
Texas Bank & Trust
Texas
$3.96M
PFBT
907
Parkside Financial Bank & Trust
Missouri
$3.96M
RCM
908
RB Capital Management
Nevada
$3.96M
AWM
909
Arista Wealth Management
Nevada
$3.95M
RBWA
910
RFG - Bristol Wealth Advisors
Massachusetts
$3.94M
A
911
AustralianSuper
Australia
$3.93M
SPC
912
Sigma Planning Corp
Michigan
$3.93M
DWM
913
Dynasty Wealth Management
Florida
$3.92M
PDM
914
Penn Davis McFarland
Texas
$3.91M
WB
915
Webster Bank
Connecticut
$3.91M
SJIM
916
St. Johns Investment Management
Florida
$3.89M
MWM
917
Mission Wealth Management
California
$3.88M
ST
918
Smithfield Trust
Pennsylvania
$3.88M
COI
919
Connable Office Inc
Michigan
$3.85M
SAM
920
Smartleaf Asset Management
Massachusetts
$3.85M
KIA
921
KCM Investment Advisors
California
$3.85M
CI
922
Capital International
California
$3.81M
BO
923
Bank OZK
Arkansas
$3.77M
AA
924
Argent Advisors
Louisiana
$3.75M
MMPW
925
Mitchell McLeod Pugh & Williams
Alabama
$3.73M