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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
JF
1176
Jump Financial
Illinois
$2.24M
WC
1177
Weil Company
California
$2.24M
CIA
1178
Citadel Investment Advisory
Ohio
$2.23M
FCG
1179
Fielder Capital Group
Tennessee
$2.23M
MPWS
1180
McCarter Private Wealth Services
Massachusetts
$2.23M
HI
1181
Harbour Investments
Wisconsin
$2.23M
HWM
1182
Hohimer Wealth Management
Washington
$2.21M
EIC
1183
Equity Investment Corp
Georgia
$2.21M
CAM
1184
Cozad Asset Management
Illinois
$2.21M
Verition Fund Management
1185
Verition Fund Management
Connecticut
$2.2M
DS
1186
DRW Securities
Illinois
$2.2M
SMA
1187
Sage Mountain Advisors
Georgia
$2.19M
BB
1188
Busey Bank
Illinois
$2.19M
EWA
1189
EverSource Wealth Advisors
Alabama
$2.19M
YIA
1190
YHB Investment Advisors
Connecticut
$2.19M
MFG
1191
Monte Financial Group
Connecticut
$2.19M
ICP
1192
Interchange Capital Partners
Pennsylvania
$2.18M
LEA
1193
Legacy Edge Advisors
New York
$2.18M
LCG
1194
Lakeshore Capital Group
Illinois
$2.18M
SFO
1195
Stokes Family Office
Louisiana
$2.18M
WTA
1196
Washington Trust Advisors
Massachusetts
$2.18M
HWP
1197
Highline Wealth Partners
California
$2.17M
SFA
1198
Souders Financial Advisors
Ohio
$2.16M
TPW
1199
Transatlantique Private Wealth
New York
$2.11M
TCBWMS
1200
Texas Capital Bank Wealth Management Services
Texas
$2.11M