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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
FFN
1276
Focus Financial Network
Minnesota
$1.83M
NHC
1277
Nicholas Hoffman & Company
Georgia
$1.82M
CFG
1278
Carr Financial Group
Massachusetts
$1.82M
HIA
1279
Harbor Investment Advisory
Maryland
$1.81M
CCFCSB
1280
Cape Cod Five Cents Savings Bank
Massachusetts
$1.81M
WA
1281
Wealth Alliance
New York
$1.81M
AA
1282
ALPS Advisors
Colorado
$1.8M
AWM
1283
Accurate Wealth Management
Florida
$1.8M
OW
1284
Olistico Wealth
Oklahoma
$1.79M
AIP
1285
Ameritas Investment Partners
Nebraska
$1.78M
PA
1286
PFG Advisors
Arizona
$1.78M
MFG
1287
Magnus Financial Group
New York
$1.78M
FDS
1288
First Dallas Securities
Texas
$1.78M
BAM
1289
Beaumont Asset Management
Texas
$1.78M
A
1290
Argentarii
Ohio
$1.77M
SI
1291
Saxon Interests
Texas
$1.77M
LRPA
1292
L. Roy Papp & Associates
Arizona
$1.77M
AL
1293
Aspiriant LLC
California
$1.77M
MAM
1294
Mystic Asset Management
Rhode Island
$1.76M
SIA
1295
Schear Investment Advisers
Ohio
$1.76M
SAM
1296
Sompo Asset Management
Japan
$1.76M
APW
1297
Aventura Private Wealth
Florida
$1.76M
MDA
1298
Minot DeBlois Advisors
Massachusetts
$1.76M
AW
1299
Alaethes Wealth
Nevada
$1.75M
PP
1300
Patten & Patten
Tennessee
$1.75M