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American Express

2,992 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 400 funds opening new positions, 1,053 increasing their positions, 1,121 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:

1.51% more ownership

Funds ownership: 83.61%85.12% (+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: 1,053 | Existing positions reduced: 1,121

Holders
2,992
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
106
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
BIG
901
Brooklyn Investment Group
New York
$4.04M
GSC
902
G&S Capital
Colorado
$4.01M
CIG
903
Cullen Investment Group
Louisiana
$4.01M
BSA
904
Bull Street Advisors
Georgia
$4.01M
GWCM
905
Godshalk Welsh Capital Management
Pennsylvania
$3.99M
DAS
906
Diversify Advisory Services
Utah
$3.99M
CWI
907
Conscious Wealth Investments
Florida
$3.98M
TBT
908
Texas Bank & Trust
Texas
$3.96M
PFBT
909
Parkside Financial Bank & Trust
Missouri
$3.96M
RCM
910
RB Capital Management
Nevada
$3.96M
AWM
911
Arista Wealth Management
Nevada
$3.95M
CP
912
Cornerstone Planning
North Carolina
$3.94M
RBWA
913
RFG - Bristol Wealth Advisors
Massachusetts
$3.94M
A
914
AustralianSuper
Australia
$3.93M
SPC
915
Sigma Planning Corp
Michigan
$3.93M
DWM
916
Dynasty Wealth Management
Florida
$3.92M
PDM
917
Penn Davis McFarland
Texas
$3.91M
WB
918
Webster Bank
Connecticut
$3.91M
SJIM
919
St. Johns Investment Management
Florida
$3.89M
MWM
920
Mission Wealth Management
California
$3.88M
ST
921
Smithfield Trust
Pennsylvania
$3.88M
COI
922
Connable Office Inc
Michigan
$3.85M
SAM
923
Smartleaf Asset Management
Massachusetts
$3.85M
KIA
924
KCM Investment Advisors
California
$3.85M
CI
925
Capital International
California
$3.81M