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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
RWM
1426
Revisor Wealth Management
Ohio
$1.41M
ZBNA
1427
Zions Bancorporation, National Association
Utah
$1.41M
PFS
1428
Physicians Financial Services
North Carolina
$1.41M
FFA
1429
First Foundation Advisors
California
$1.41M
CWM
1430
Cornerstone Wealth Management
Missouri
$1.41M
SRC
1431
Sage Rhino Capital
California
$1.41M
AHL
1432
Abel Hall LLC
Louisiana
$1.41M
PP
1433
PDT Partners
New York
$1.41M
EPIM
1434
Evelyn Partners Investment Management
$1.4M
WIM
1435
WealthPlan Investment Management
Nebraska
$1.4M
FMN
1436
Financial Management Network
California
$1.39M
HIP
1437
HUB Investment Partners
Texas
$1.39M
BAM
1438
Byrne Asset Management
New Jersey
$1.39M
SC
1439
Shay Capital
New York
$1.39M
I
1440
InvesTrust
Oklahoma
$1.39M
GDP
1441
Great Diamond Partners
Maine
$1.38M
PWA
1442
Portus Wealth Advisors
North Carolina
$1.38M
PFA
1443
Pure Financial Advisors
California
$1.38M
EI
1444
Ellevest Inc
New York
$1.38M
SCM
1445
SKBA Capital Management
California
$1.37M
AA
1446
Advisory Alpha
Michigan
$1.37M
AAS
1447
Ameritas Advisory Services
Nebraska
$1.37M
HBT
1448
Hills Bank & Trust
Iowa
$1.37M
KFAS
1449
Keating Financial Advisory Services
Kansas
$1.37M
CIM
1450
Cambria Investment Management
California
$1.36M