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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
MPWS
1176
McCarter Private Wealth Services
Massachusetts
$2.23M
HI
1177
Harbour Investments
Wisconsin
$2.23M
HWM
1178
Hohimer Wealth Management
Washington
$2.21M
EIC
1179
Equity Investment Corp
Georgia
$2.21M
CAM
1180
Cozad Asset Management
Illinois
$2.21M
Verition Fund Management
1181
Verition Fund Management
Connecticut
$2.2M
DS
1182
DRW Securities
Illinois
$2.2M
SMA
1183
Sage Mountain Advisors
Georgia
$2.19M
BB
1184
Busey Bank
Illinois
$2.19M
EWA
1185
EverSource Wealth Advisors
Alabama
$2.19M
YIA
1186
YHB Investment Advisors
Connecticut
$2.19M
MFG
1187
Monte Financial Group
Connecticut
$2.19M
ICP
1188
Interchange Capital Partners
Pennsylvania
$2.18M
LEA
1189
Legacy Edge Advisors
New York
$2.18M
LCG
1190
Lakeshore Capital Group
Illinois
$2.18M
SFO
1191
Stokes Family Office
Louisiana
$2.18M
WTA
1192
Washington Trust Advisors
Massachusetts
$2.18M
HWP
1193
Highline Wealth Partners
California
$2.17M
SFA
1194
Souders Financial Advisors
Ohio
$2.16M
TPW
1195
Transatlantique Private Wealth
New York
$2.11M
TCBWMS
1196
Texas Capital Bank Wealth Management Services
Texas
$2.11M
CCA
1197
Cadent Capital Advisors
Oklahoma
$2.1M
SP
1198
Stonebrook Private
Michigan
$2.1M
FPAS
1199
Focus Partners Advisor Solutions
Missouri
$2.09M
PPWP
1200
Premier Path Wealth Partners
New Jersey
$2.09M