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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
CA
1476
Crumly & Associates
Illinois
$1.28M
ARA
1477
Alexander Randolph Advisory
Virginia
$1.28M
DWM
1478
Defined Wealth Management
Oregon
$1.28M
BG
1479
Bahl & Gaynor
Ohio
$1.28M
OAM
1480
Oak Asset Management
California
$1.27M
SAIG
1481
Semper Augustus Investments Group
Colorado
$1.27M
AW
1482
Alchemi Wealth
Connecticut
$1.27M
CT
1483
Colonial Trust
South Carolina
$1.27M
PTP
1484
Platform Technology Partners
New York
$1.27M
GSEP
1485
Golden State Equity Partners
California
$1.25M
EFG
1486
Embree Financial Group
Illinois
$1.25M
SIC
1487
Sigma Investment Counselors
Michigan
$1.25M
RC
1488
Rexford Capital
Texas
$1.25M
PCH
1489
PGIM Custom Harvest
New Jersey
$1.25M
LA
1490
LVW Advisors
New York
$1.24M
TC
1491
TownSquare Capital
Utah
$1.24M
SBFM
1492
S-Bank Fund Management
Finland
$1.23M
AWM
1493
Aprio Wealth Management
Georgia
$1.23M
QFA
1494
Quantum Financial Advisors
California
$1.23M
AWP
1495
Abacus Wealth Partners
California
$1.22M
WA
1496
WBH Advisory
Maryland
$1.22M
UBP
1497
Union Bancaire Privee
Switzerland
$1.22M
ZI
1498
ZEGA Investments
Florida
$1.22M
AIM
1499
Allen Investment Management
New York
$1.21M
SFWC
1500
Strategic Family Wealth Counselors
New Jersey
$1.21M