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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
LWANC
1226
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.99M
CAMG
1227
CWA Asset Management Group
Florida
$1.99M
MCP
1228
Miller Capital Partners
Michigan
$1.99M
AWC
1229
Abundance Wealth Counselors
Pennsylvania
$1.98M
CB
1230
Community Bank
New York
$1.98M
NAG
1231
Northstar Advisory Group
New Jersey
$1.98M
DA
1232
Doliver Advisors
Texas
$1.97M
NG
1233
Norden Group
Utah
$1.96M
VIA
1234
Virtus Investment Advisers
Connecticut
$1.95M
AO
1235
Advisor OS
Illinois
$1.95M
RE
1236
Rydar Equities
Texas
$1.95M
SW
1237
SVB Wealth
Massachusetts
$1.95M
CI
1238
Cigna Investments
Connecticut
$1.94M
LWCFA
1239
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.94M
NIA
1240
NBZ Investment Advisors
Tennessee
$1.94M
ST
1241
Spinnaker Trust
Maine
$1.93M
RA
1242
Ransom Advisory
Rhode Island
$1.93M
RAM
1243
Ramirez Asset Management
New York
$1.92M
SA
1244
Strategic Advisors
New York
$1.92M
WSC
1245
Wellington Shields & Co
New York
$1.92M
VRM
1246
Vectors Research Management
New York
$1.92M
BMCM
1247
Bryn Mawr Capital Management
Pennsylvania
$1.92M
GC
1248
Garde Capital
Washington
$1.92M
ECM
1249
Element Capital Management
New York
$1.91M
CPG
1250
Cornerstone Planning Group
New Jersey
$1.91M