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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
SC
1351
Schulhoff & Co
Ohio
$1.59M
BWP
1352
BSW Wealth Partners
Colorado
$1.58M
FAMI
1353
Fideuram Asset Management (Ireland)
$1.58M
WBC
1354
Westpac Banking Corp
Australia
$1.58M
BAM
1355
Boyar Asset Management
New York
$1.58M
IA
1356
IFG Advisors
Missouri
$1.57M
1WA
1357
180 Wealth Advisors
Washington
$1.57M
TCWA
1358
Turtle Creek Wealth Advisors
Texas
$1.57M
TFS
1359
Thoroughbred Financial Services
Tennessee
$1.57M
DCM
1360
Davidson Capital Management
Texas
$1.56M
TAFW
1361
Tred Avon Family Wealth
Maryland
$1.56M
AB
1362
Atlas Brown
Kentucky
$1.56M
VV
1363
Verity & Verity
South Carolina
$1.55M
TWM
1364
Trueblood Wealth Management
Ohio
$1.55M
DM
1365
Delphi Management
Massachusetts
$1.55M
AR
1366
Advisory Research
Illinois
$1.54M
KA
1367
Kovack Advisors
Florida
$1.54M
HT
1368
Headlands Technologies
Illinois
$1.54M
LSA
1369
Leonteq Securities AG
Switzerland
$1.53M
JPWM
1370
Jamison Private Wealth Management
Georgia
$1.53M
BMA
1371
Brooks Moore & Associates
Tennessee
$1.53M
BDFN
1372
Bond & Devick Financial Network
Minnesota
$1.52M
V
1373
VeraBank
Texas
$1.52M
RMC
1374
Resources Management Corp
Connecticut
$1.52M
LFG
1375
Larson Financial Group
Missouri
$1.51M