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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
CCA
1201
Checchi Capital Advisers
California
$2.09M
CA
1202
Crewe Advisors
Utah
$2.08M
ABC
1203
Associated Banc-Corp
Wisconsin
$2.08M
PTC
1204
Private Trust Company
Ohio
$2.08M
NSIM
1205
North Star Investment Management
Illinois
$2.08M
KCM
1206
KRS Capital Management
Michigan
$2.07M
IA
1207
Insight Advisors
Pennsylvania
$2.07M
3IP
1208
3Chopt Investment Partners
Virginia
$2.07M
IA
1209
Integrity Alliance
Iowa
$2.05M
HIMS
1210
Hager Investment Management Services
New Hampshire
$2.05M
NS
1211
NBC Securities
Alabama
$2.05M
NWM
1212
Northcape Wealth Management
New York
$2.04M
AIM
1213
Acropolis Investment Management
Missouri
$2.04M
AC
1214
AlphaCore Capital
California
$2.04M
IA
1215
Icon Advisers
Colorado
$2.03M
SC
1216
Sapient Capital
Indiana
$2.03M
CWM
1217
Chesapeake Wealth Management
Virginia
$2.02M
ABWM
1218
Alpine Bank Wealth Management
Colorado
$2.01M
SPC
1219
Spirepoint Private Client
Florida
$2.01M
MIA
1220
MainStreet Investment Advisors
Illinois
$2.01M
TFCM
1221
Taylor Frigon Capital Management
Arizona
$2M
LWANC
1222
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.99M
CAMG
1223
CWA Asset Management Group
Florida
$1.99M
MCP
1224
Miller Capital Partners
Michigan
$1.99M
AWC
1225
Abundance Wealth Counselors
Pennsylvania
$1.98M