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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
KW
951
KWB Wealth
California
$3.61M
IAS
952
Insigneo Advisory Services
Florida
$3.61M
CPSC
953
Carl P. Sherr & Co
Massachusetts
$3.6M
QI
954
QV Investors
Alberta, Canada
$3.6M
WMA
955
West Michigan Advisors
Michigan
$3.59M
IA
956
IFP Advisors
Florida
$3.59M
USCWA
957
U.S. Capital Wealth Advisors
Texas
$3.58M
ACIM
958
Azimuth Capital Investment Management
Michigan
$3.57M
RWB
959
RMR Wealth Builders
New Jersey
$3.56M
IFWM
960
Institute for Wealth Management
Colorado
$3.55M
PFSC
961
Peoples Financial Services Corp
Pennsylvania
$3.54M
RCAG
962
Rehmann Capital Advisory Group
Michigan
$3.54M
AG
963
AlTi Global
New York
$3.54M
PWM
964
Parkshore Wealth Management
California
$3.54M
TC
965
TAGStone Capital
North Carolina
$3.54M
Connor, Clark & Lunn Investment Management (CC&L)
966
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.53M
GCWM
967
Guided Capital Wealth Management
Texas
$3.53M
PFA
968
Peak Financial Advisors
Colorado
$3.53M
RG
969
Rathbones Group
United Kingdom
$3.48M
TE
970
Tema ETFs
New York
$3.45M
IVP
971
Intrinsic Value Partners
Arizona
$3.44M
FWA
972
FOCUS Wealth Advisors
Texas
$3.43M
NL
973
NVWM LLC
Pennsylvania
$3.42M
CG
974
Castellan Group
Kentucky
$3.42M
ACL
975
Applied Capital LLC
Florida
$3.41M