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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
CCFCSB
1276
Cape Cod Five Cents Savings Bank
Massachusetts
$1.81M
WA
1277
Wealth Alliance
New York
$1.81M
AA
1278
ALPS Advisors
Colorado
$1.8M
AWM
1279
Accurate Wealth Management
Florida
$1.8M
OW
1280
Olistico Wealth
Oklahoma
$1.79M
AIP
1281
Ameritas Investment Partners
Nebraska
$1.78M
PA
1282
PFG Advisors
Arizona
$1.78M
MFG
1283
Magnus Financial Group
New York
$1.78M
FDS
1284
First Dallas Securities
Texas
$1.78M
BAM
1285
Beaumont Asset Management
Texas
$1.78M
A
1286
Argentarii
Ohio
$1.77M
SI
1287
Saxon Interests
Texas
$1.77M
LRPA
1288
L. Roy Papp & Associates
Arizona
$1.77M
AL
1289
Aspiriant LLC
California
$1.77M
MAM
1290
Mystic Asset Management
Rhode Island
$1.76M
SIA
1291
Schear Investment Advisers
Ohio
$1.76M
SAM
1292
Sompo Asset Management
Japan
$1.76M
APW
1293
Aventura Private Wealth
Florida
$1.76M
MDA
1294
Minot DeBlois Advisors
Massachusetts
$1.76M
AW
1295
Alaethes Wealth
Nevada
$1.75M
PP
1296
Patten & Patten
Tennessee
$1.75M
CAG
1297
Csenge Advisory Group
Florida
$1.75M
LNB
1298
Ledyard National Bank
$1.75M
SFG
1299
SageGuard Financial Group
Tennessee
$1.74M
TWA
1300
TCI Wealth Advisors
Arizona
$1.74M