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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
CP
1151
CenterBook Partners
Connecticut
$2.34M
SA
1152
Strategic Advocates
Utah
$2.33M
RCM
1153
RMR Capital Management
California
$2.32M
CRC
1154
Curi RMB Capital
Illinois
$2.31M
GWP
1155
Gen-Wealth Partners
Michigan
$2.31M
ODE
1156
O'Domhnaill Enterprises
Wyoming
$2.31M
PSB
1157
Piscataqua Savings Bank
New Hampshire
$2.3M
CP
1158
Canopy Partners
Ohio
$2.3M
RA
1159
Rational Advisors
New York
$2.3M
DI
1160
Diligent Investors
California
$2.29M
OWP
1161
Obermeyer Wealth Partners
Colorado
$2.29M
SP
1162
Stablepoint Partners
Massachusetts
$2.29M
TAM
1163
Trust Asset Management
Texas
$2.29M
VIM
1164
Vinva Investment Management
Australia
$2.27M
DCA
1165
DSG Capital Advisors
Minnesota
$2.26M
PPWM
1166
Paragon Private Wealth Management
Kentucky
$2.26M
NWAG
1167
Net Worth Advisory Group
Utah
$2.26M
KB
1168
Kimelman & Baird
New York
$2.25M
GBT
1169
Grove Bank & Trust
Florida
$2.25M
FBT
1170
First Bank & Trust
South Dakota
$2.24M
FWTB
1171
First Western Trust Bank
Colorado
$2.24M
JF
1172
Jump Financial
Illinois
$2.24M
WC
1173
Weil Company
California
$2.24M
CIA
1174
Citadel Investment Advisory
Ohio
$2.23M
FCG
1175
Fielder Capital Group
Tennessee
$2.23M