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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
RDWM
1001
Red Door Wealth Management
Tennessee
$3.24M
FCM
1002
Fire Capital Management
California
$3.21M
NAM
1003
NTV Asset Management
West Virginia
$3.2M
BPWM
1004
BCS Private Wealth Management
New Jersey
$3.2M
PWP
1005
Private Wealth Partners
California
$3.18M
PWP
1006
Principle Wealth Partners
Connecticut
$3.18M
BAM
1007
Berkshire Asset Management
Pennsylvania
$3.17M
WIC
1008
Woodmont Investment Counsel
Tennessee
$3.17M
SC
1009
Syon Capital
California
$3.16M
HR
1010
Hardy Reed
Mississippi
$3.16M
BIA
1011
Beacon Investment Advisors
Maryland
$3.16M
IAMOG
1012
Investors Asset Management of Georgia
Georgia
$3.16M
DAL
1013
Delta Accumulation LLC
California
$3.14M
TG
1014
TCW Group
California
$3.14M
BIA
1015
Bigelow Investment Advisors
Maine
$3.14M
ALAM
1016
Asahi Life Asset Management
Japan
$3.14M
SWA
1017
SOA Wealth Advisors
New York
$3.13M
CA
1018
Cannon Advisors
North Carolina
$3.12M
BFA
1019
Buttonwood Financial Advisors
Maryland
$3.12M
WWM
1020
Western Wealth Management
Colorado
$3.12M
PMG
1021
ProVise Management Group
Florida
$3.12M
BFA
1022
Beaumont Financial Advisors
Massachusetts
$3.11M
TAM
1023
Tealwood Asset Management
Minnesota
$3.11M
MHIC
1024
Marble Harbor Investment Counsel
Massachusetts
$3.09M
CNBTD
1025
Citizens National Bank Trust Department
Mississippi
$3.09M