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