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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
BAM
1351
Boyar Asset Management
New York
$1.58M
IA
1352
IFG Advisors
Missouri
$1.57M
1WA
1353
180 Wealth Advisors
Washington
$1.57M
TCWA
1354
Turtle Creek Wealth Advisors
Texas
$1.57M
TFS
1355
Thoroughbred Financial Services
Tennessee
$1.57M
DCM
1356
Davidson Capital Management
Texas
$1.56M
TAFW
1357
Tred Avon Family Wealth
Maryland
$1.56M
AB
1358
Atlas Brown
Kentucky
$1.56M
VV
1359
Verity & Verity
South Carolina
$1.55M
TWM
1360
Trueblood Wealth Management
Ohio
$1.55M
DM
1361
Delphi Management
Massachusetts
$1.55M
AR
1362
Advisory Research
Illinois
$1.54M
KA
1363
Kovack Advisors
Florida
$1.54M
HT
1364
Headlands Technologies
Illinois
$1.54M
LSA
1365
Leonteq Securities AG
Switzerland
$1.53M
JPWM
1366
Jamison Private Wealth Management
Georgia
$1.53M
BMA
1367
Brooks Moore & Associates
Tennessee
$1.53M
BDFN
1368
Bond & Devick Financial Network
Minnesota
$1.52M
V
1369
VeraBank
Texas
$1.52M
RMC
1370
Resources Management Corp
Connecticut
$1.52M
LFG
1371
Larson Financial Group
Missouri
$1.51M
WF
1372
Whelan Financial
California
$1.5M
QC
1373
Quent Capital
New York
$1.5M
ANB
1374
Amarillo National Bank
Texas
$1.5M
MAM
1375
McLaughlin Asset Management
Illinois
$1.5M