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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
LGA
1051
Lebenthal Global Advisors
New York
$2.96M
DA
1052
Dover Advisors
Virginia
$2.95M
PWM
1053
Pinnacle Wealth Management
California
$2.95M
HIC
1054
Holderness Investments Company
North Carolina
$2.95M
NME
1055
Notis-McConarty Edward
$2.94M
WI
1056
WBI Investments
New Jersey
$2.93M
HNB
1057
Hilltop National Bank
Wyoming
$2.92M
GC
1058
GFG Capital
Florida
$2.92M
HA
1059
Huntleigh Advisors
Missouri
$2.91M
XWM
1060
Xcel Wealth Management
Florida
$2.91M
VWM
1061
Vivid Wealth Management
Iowa
$2.91M
SWMG
1062
Signature Wealth Management Group
Georgia
$2.91M
GIA
1063
Gateway Investment Advisers
Ohio
$2.91M
WIC
1064
Wilkins Investment Counsel
Massachusetts
$2.9M
MCM
1065
Mengis Capital Management
Oregon
$2.88M
PI
1066
PFG Investments
New York
$2.88M
RIL
1067
Rothschild Investment LLC
Illinois
$2.87M
FNBT
1068
FineMark National Bank & Trust
Florida
$2.86M
MA
1069
Mutual Advisors
Nebraska
$2.85M
AGA
1070
Accuvest Global Advisors
Utah
$2.85M
BHBT
1071
Burke & Herbert Bank & Trust
Virginia
$2.85M
AAB
1072
ABN AMRO Bank
Netherlands
$2.84M
OFS
1073
Oldfather Financial Services
Nebraska
$2.84M
VA
1074
VestGen Advisors
Illinois
$2.84M
BCI
1075
Blue Capital Inc
Nebraska
$2.84M