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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
AWA
1401
Ark Wealth Advisors
California
$1.46M
FCM
1402
Family Capital Management
Michigan
$1.46M
RIA
1403
Realta Investment Advisors
Delaware
$1.45M
QLSGSCF
1404
Quent Long Short Global Small Cap Fund
New York
$1.45M
AFG
1405
Allegheny Financial Group
Pennsylvania
$1.45M
GT
1406
GreatBanc Trust
Illinois
$1.45M
OC
1407
Oakworth Capital
Alabama
$1.45M
CANC
1408
Culbertson A N & Co
Virginia
$1.45M
NAM
1409
Nutshell Asset Management
United Kingdom
$1.44M
PWG
1410
Portside Wealth Group
Utah
$1.44M
NWA
1411
Navis Wealth Advisors
New York
$1.44M
SF
1412
Sun Financial
Utah
$1.44M
HFM
1413
Harvest Fund Management
China
$1.44M
MIM
1414
MTM Investment Management
South Carolina
$1.44M
GWA
1415
Gratus Wealth Advisors
Virginia
$1.43M
AIC
1416
Argus Investors Counsel
New York
$1.43M
CA
1417
Centerpoint Advisors
Massachusetts
$1.43M
BB
1418
Burford Brothers
Texas
$1.43M
Koshinski Asset Management
1419
Koshinski Asset Management
Illinois
$1.42M
AIM
1420
Aspen Investment Management
Michigan
$1.42M
PWAM
1421
Private Wealth Asset Management
Iowa
$1.42M
RWM
1422
Revisor Wealth Management
Ohio
$1.41M
ZBNA
1423
Zions Bancorporation, National Association
Utah
$1.41M
PFS
1424
Physicians Financial Services
North Carolina
$1.41M
FFA
1425
First Foundation Advisors
California
$1.41M