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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
VI
901
Vestcor Inc
New Brunswick, Canada
$4.11M
SWK
902
Stephen W. Kidder
$4.11M
VWM
903
Venturi Wealth Management
Texas
$4.07M
TY
904
Titiun Yejiel
$4.07M
GFA
905
Gifford Fong Associates
California
$4.07M
FIM
906
Fruth Investment Management
Texas
$4.06M
BIG
907
Brooklyn Investment Group
New York
$4.04M
GSC
908
G&S Capital
Colorado
$4.01M
CIG
909
Cullen Investment Group
Louisiana
$4.01M
BSA
910
Bull Street Advisors
Georgia
$4.01M
GWCM
911
Godshalk Welsh Capital Management
Pennsylvania
$3.99M
DAS
912
Diversify Advisory Services
Utah
$3.99M
CWI
913
Conscious Wealth Investments
Florida
$3.98M
TBT
914
Texas Bank & Trust
Texas
$3.96M
PFBT
915
Parkside Financial Bank & Trust
Missouri
$3.96M
RCM
916
RB Capital Management
Nevada
$3.96M
AWM
917
Arista Wealth Management
Nevada
$3.95M
CP
918
Cornerstone Planning
North Carolina
$3.94M
RBWA
919
RFG - Bristol Wealth Advisors
Massachusetts
$3.94M
A
920
AustralianSuper
Australia
$3.93M
SPC
921
Sigma Planning Corp
Michigan
$3.93M
DWM
922
Dynasty Wealth Management
Florida
$3.92M
PDM
923
Penn Davis McFarland
Texas
$3.91M
WB
924
Webster Bank
Connecticut
$3.91M
SJIM
925
St. Johns Investment Management
Florida
$3.89M