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American Express

2,980 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 397 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
2,980
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
QI
951
QV Investors
Alberta, Canada
$3.6M
WMA
952
West Michigan Advisors
Michigan
$3.59M
IA
953
IFP Advisors
Florida
$3.59M
USCWA
954
U.S. Capital Wealth Advisors
Texas
$3.58M
ACIM
955
Azimuth Capital Investment Management
Michigan
$3.57M
RWB
956
RMR Wealth Builders
New Jersey
$3.56M
IFWM
957
Institute for Wealth Management
Colorado
$3.55M
PFSC
958
Peoples Financial Services Corp
Pennsylvania
$3.54M
RCAG
959
Rehmann Capital Advisory Group
Michigan
$3.54M
AG
960
AlTi Global
New York
$3.54M
PWM
961
Parkshore Wealth Management
California
$3.54M
TC
962
TAGStone Capital
North Carolina
$3.54M
Connor, Clark & Lunn Investment Management (CC&L)
963
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.53M
GCWM
964
Guided Capital Wealth Management
Texas
$3.53M
PFA
965
Peak Financial Advisors
Colorado
$3.53M
RG
966
Rathbones Group
United Kingdom
$3.48M
TE
967
Tema ETFs
New York
$3.45M
IVP
968
Intrinsic Value Partners
Arizona
$3.44M
FWA
969
FOCUS Wealth Advisors
Texas
$3.43M
NL
970
NVWM LLC
Pennsylvania
$3.42M
CG
971
Castellan Group
Kentucky
$3.42M
ACL
972
Applied Capital LLC
Florida
$3.41M
TCM
973
Twin Capital Management
Pennsylvania
$3.41M
LWM
974
Lodestone Wealth Management
Washington
$3.4M
HFM
975
Hartford Funds Management
Pennsylvania
$3.39M