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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
BCM
1301
Barden Capital Management
Texas
$1.73M
MWA
1302
Muirfield Wealth Advisors
North Carolina
$1.73M
WAP
1303
Wealthcare Advisory Partners
Pennsylvania
$1.73M
GVAG
1304
Great Valley Advisor Group
Delaware
$1.73M
TPWM
1305
Twelve Points Wealth Management
Massachusetts
$1.73M
LCM
1306
Leisure Capital Management
California
$1.73M
WC
1307
Whitney & Co
New York
$1.72M
RT
1308
Rockland Trust
Massachusetts
$1.72M
FAM
1309
Fairtree Asset Management
South Africa
$1.72M
WC
1310
Woodstock Corp
Massachusetts
$1.72M
MW
1311
Marble Wealth
Alabama
$1.72M
PK
1312
Pflug Koory
Nebraska
$1.72M
SAG
1313
SageView Advisory Group
California
$1.71M
PWM
1314
Proathlete Wealth Management
Florida
$1.7M
SL
1315
Sentry LLC
Tennessee
$1.7M
MAM
1316
Morse Asset Management
Connecticut
$1.69M
AC
1317
Apella Capital
Connecticut
$1.69M
FCAS
1318
First Command Advisory Services
Texas
$1.69M
TPI
1319
Trust Point Inc
Wisconsin
$1.69M
CFGA
1320
Cambridge Financial Group (Arizona)
Arizona
$1.68M
ACMA
1321
Arbor Capital Management (Alaska)
Alaska
$1.67M
I
1322
INVST
Indiana
$1.67M
GITFIT
1323
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.66M
MCM
1324
Manchester Capital Management
Vermont
$1.66M
GIM
1325
Guardian Investment Management
California
$1.66M