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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
CAG
1301
Csenge Advisory Group
Florida
$1.75M
LNB
1302
Ledyard National Bank
$1.75M
SFG
1303
SageGuard Financial Group
Tennessee
$1.74M
TWA
1304
TCI Wealth Advisors
Arizona
$1.74M
BCM
1305
Barden Capital Management
Texas
$1.73M
MWA
1306
Muirfield Wealth Advisors
North Carolina
$1.73M
WAP
1307
Wealthcare Advisory Partners
Pennsylvania
$1.73M
GVAG
1308
Great Valley Advisor Group
Delaware
$1.73M
TPWM
1309
Twelve Points Wealth Management
Massachusetts
$1.73M
LCM
1310
Leisure Capital Management
California
$1.73M
WC
1311
Whitney & Co
New York
$1.72M
RT
1312
Rockland Trust
Massachusetts
$1.72M
FAM
1313
Fairtree Asset Management
South Africa
$1.72M
WC
1314
Woodstock Corp
Massachusetts
$1.72M
MW
1315
Marble Wealth
Alabama
$1.72M
PK
1316
Pflug Koory
Nebraska
$1.72M
SAG
1317
SageView Advisory Group
California
$1.71M
PWM
1318
Proathlete Wealth Management
Florida
$1.7M
SL
1319
Sentry LLC
Tennessee
$1.7M
MAM
1320
Morse Asset Management
Connecticut
$1.69M
AC
1321
Apella Capital
Connecticut
$1.69M
FCAS
1322
First Command Advisory Services
Texas
$1.69M
TPI
1323
Trust Point Inc
Wisconsin
$1.69M
CFGA
1324
Cambridge Financial Group (Arizona)
Arizona
$1.68M
ACMA
1325
Arbor Capital Management (Alaska)
Alaska
$1.67M