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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
LS
1451
Livforsakringsbolaget Skandia
Sweden
$1.35M
FFA
1452
Founders Financial Alliance
North Carolina
$1.35M
VFA
1453
Values First Advisors
Tennessee
$1.34M
SB
1454
Sunflower Bank
Texas
$1.34M
CCM
1455
Conway Capital Management
California
$1.34M
UAS
1456
United Asset Strategies
New York
$1.34M
AWM
1457
Angeles Wealth Management
California
$1.33M
CCMT
1458
CMT Capital Markets Trading
Germany
$1.33M
SC
1459
Saybrook Capital
North Carolina
$1.33M
PTC
1460
Philadelphia Trust Company
Pennsylvania
$1.33M
ACGA
1461
Atlanta Consulting Group Advisors
Georgia
$1.33M
EA
1462
Enclave Advisors
Texas
$1.33M
BB
1463
Bell Bank
North Dakota
$1.33M
EW
1464
Elyxium Wealth
California
$1.33M
T
1465
TOBAM
France
$1.32M
PFA
1466
Pathway Financial Advisers
Indiana
$1.32M
VCP
1467
Verus Capital Partners
Arizona
$1.32M
SMA
1468
Seven Mile Advisory
New Jersey
$1.32M
PIM
1469
Profit Investment Management
Maryland
$1.31M
MFG
1470
MidWestOne Financial Group
Iowa
$1.3M
NP
1471
Nilsine Partners
Colorado
$1.3M
CCA
1472
Childress Capital Advisors
Texas
$1.3M
RMCM
1473
Reynders McVeigh Capital Management
Massachusetts
$1.3M
KWA
1474
Kingswood Wealth Advisors
California
$1.29M
AF
1475
Alerus Financial
North Dakota
$1.28M