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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
CCA
1201
Cadent Capital Advisors
Oklahoma
$2.1M
SP
1202
Stonebrook Private
Michigan
$2.1M
FPAS
1203
Focus Partners Advisor Solutions
Missouri
$2.09M
PPWP
1204
Premier Path Wealth Partners
New Jersey
$2.09M
CCA
1205
Checchi Capital Advisers
California
$2.09M
CA
1206
Crewe Advisors
Utah
$2.08M
ABC
1207
Associated Banc-Corp
Wisconsin
$2.08M
PTC
1208
Private Trust Company
Ohio
$2.08M
NSIM
1209
North Star Investment Management
Illinois
$2.08M
KCM
1210
KRS Capital Management
Michigan
$2.07M
IA
1211
Insight Advisors
Pennsylvania
$2.07M
3IP
1212
3Chopt Investment Partners
Virginia
$2.07M
IA
1213
Integrity Alliance
Iowa
$2.05M
HIMS
1214
Hager Investment Management Services
New Hampshire
$2.05M
NS
1215
NBC Securities
Alabama
$2.05M
NWM
1216
Northcape Wealth Management
New York
$2.04M
AIM
1217
Acropolis Investment Management
Missouri
$2.04M
AC
1218
AlphaCore Capital
California
$2.04M
IA
1219
Icon Advisers
Colorado
$2.03M
SC
1220
Sapient Capital
Indiana
$2.03M
CWM
1221
Chesapeake Wealth Management
Virginia
$2.02M
ABWM
1222
Alpine Bank Wealth Management
Colorado
$2.01M
SPC
1223
Spirepoint Private Client
Florida
$2.01M
MIA
1224
MainStreet Investment Advisors
Illinois
$2.01M
TFCM
1225
Taylor Frigon Capital Management
Arizona
$2M