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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
SAM
1251
S.A. Mason
Michigan
$1.89M
FP
1252
Factorial Partners
New York
$1.89M
LWL
1253
Leo Wealth LLC
Texas
$1.88M
GW
1254
Griffith & Werner
Georgia
$1.88M
WA
1255
WealthTrust Axiom
Pennsylvania
$1.88M
NFA
1256
Northern Financial Advisors
Michigan
$1.88M
CFO
1257
Cambient Family Office
Michigan
$1.88M
BAAM
1258
Baker Avenue Asset Management
California
$1.88M
BI
1259
Bradyco Inc
Massachusetts
$1.88M
PDL
1260
Portfolio Design Labs
California
$1.88M
BIAS
1261
Beacon Investment Advisory Services
New Jersey
$1.87M
PC
1262
Pecaut & Co
Iowa
$1.87M
BWA
1263
Blodgett Wealth Advisors
California
$1.87M
MIA
1264
MeadowBrook Investment Advisors
Michigan
$1.86M
SOAMC
1265
Spirit of America Management Corp
New York
$1.85M
WCM
1266
Weik Capital Management
Pennsylvania
$1.85M
AI
1267
Accredited Investors
Minnesota
$1.84M
IP
1268
Ignite Planners
California
$1.83M
WAC
1269
William Allan Corp
Colorado
$1.83M
MYIA
1270
Mount Yale Investment Advisors
Colorado
$1.83M
BOH
1271
Bank of Hawaii
Hawaii
$1.83M
FFN
1272
Focus Financial Network
Minnesota
$1.83M
NHC
1273
Nicholas Hoffman & Company
Georgia
$1.82M
CFG
1274
Carr Financial Group
Massachusetts
$1.82M
HIA
1275
Harbor Investment Advisory
Maryland
$1.81M