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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
APC
1251
Aspire Private Capital
North Carolina
$1.91M
SWA
1252
Stratos Wealth Advisors
Ohio
$1.9M
SWM
1253
Sterling Wealth Management
Illinois
$1.9M
PVI
1254
Pine Valley Investments
New Jersey
$1.89M
SAM
1255
S.A. Mason
Michigan
$1.89M
FP
1256
Factorial Partners
New York
$1.89M
LWL
1257
Leo Wealth LLC
Texas
$1.88M
GW
1258
Griffith & Werner
Georgia
$1.88M
WA
1259
WealthTrust Axiom
Pennsylvania
$1.88M
NFA
1260
Northern Financial Advisors
Michigan
$1.88M
CFO
1261
Cambient Family Office
Michigan
$1.88M
BAAM
1262
Baker Avenue Asset Management
California
$1.88M
BI
1263
Bradyco Inc
Massachusetts
$1.88M
PDL
1264
Portfolio Design Labs
California
$1.88M
BIAS
1265
Beacon Investment Advisory Services
New Jersey
$1.87M
PC
1266
Pecaut & Co
Iowa
$1.87M
BWA
1267
Blodgett Wealth Advisors
California
$1.87M
MIA
1268
MeadowBrook Investment Advisors
Michigan
$1.86M
SOAMC
1269
Spirit of America Management Corp
New York
$1.85M
WCM
1270
Weik Capital Management
Pennsylvania
$1.85M
AI
1271
Accredited Investors
Minnesota
$1.84M
IP
1272
Ignite Planners
California
$1.83M
WAC
1273
William Allan Corp
Colorado
$1.83M
MYIA
1274
Mount Yale Investment Advisors
Colorado
$1.83M
BOH
1275
Bank of Hawaii
Hawaii
$1.83M