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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
CWM
1426
Cornerstone Wealth Management
Missouri
$1.41M
SRC
1427
Sage Rhino Capital
California
$1.41M
AHL
1428
Abel Hall LLC
Louisiana
$1.41M
PP
1429
PDT Partners
New York
$1.41M
EPIM
1430
Evelyn Partners Investment Management
$1.4M
WIM
1431
WealthPlan Investment Management
Nebraska
$1.4M
FMN
1432
Financial Management Network
California
$1.39M
HIP
1433
HUB Investment Partners
Texas
$1.39M
BAM
1434
Byrne Asset Management
New Jersey
$1.39M
SC
1435
Shay Capital
New York
$1.39M
I
1436
InvesTrust
Oklahoma
$1.39M
GDP
1437
Great Diamond Partners
Maine
$1.38M
PWA
1438
Portus Wealth Advisors
North Carolina
$1.38M
PFA
1439
Pure Financial Advisors
California
$1.38M
EI
1440
Ellevest Inc
New York
$1.38M
SCM
1441
SKBA Capital Management
California
$1.37M
AA
1442
Advisory Alpha
Michigan
$1.37M
AAS
1443
Ameritas Advisory Services
Nebraska
$1.37M
HBT
1444
Hills Bank & Trust
Iowa
$1.37M
KFAS
1445
Keating Financial Advisory Services
Kansas
$1.37M
CIM
1446
Cambria Investment Management
California
$1.36M
IAIM
1447
International Assets Investment Management
Florida
$1.36M
PGCM
1448
Prescott Group Capital Management
Oklahoma
$1.35M
WCM
1449
Weaver Capital Management
Georgia
$1.35M
TYCC
1450
Texas Yale Capital Corp
Florida
$1.35M