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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
NP
1476
Nilsine Partners
Colorado
$1.3M
CCA
1477
Childress Capital Advisors
Texas
$1.3M
RMCM
1478
Reynders McVeigh Capital Management
Massachusetts
$1.3M
KWA
1479
Kingswood Wealth Advisors
California
$1.29M
AF
1480
Alerus Financial
North Dakota
$1.28M
CA
1481
Crumly & Associates
Illinois
$1.28M
ARA
1482
Alexander Randolph Advisory
Virginia
$1.28M
DWM
1483
Defined Wealth Management
Oregon
$1.28M
BG
1484
Bahl & Gaynor
Ohio
$1.28M
OAM
1485
Oak Asset Management
California
$1.27M
SAIG
1486
Semper Augustus Investments Group
Colorado
$1.27M
AW
1487
Alchemi Wealth
Connecticut
$1.27M
CT
1488
Colonial Trust
South Carolina
$1.27M
PTP
1489
Platform Technology Partners
New York
$1.27M
GSEP
1490
Golden State Equity Partners
California
$1.25M
EFG
1491
Embree Financial Group
Illinois
$1.25M
SIC
1492
Sigma Investment Counselors
Michigan
$1.25M
RC
1493
Rexford Capital
Texas
$1.25M
PCH
1494
PGIM Custom Harvest
New Jersey
$1.25M
LA
1495
LVW Advisors
New York
$1.24M
TC
1496
TownSquare Capital
Utah
$1.24M
SBFM
1497
S-Bank Fund Management
Finland
$1.23M
AWM
1498
Aprio Wealth Management
Georgia
$1.23M
QFA
1499
Quantum Financial Advisors
California
$1.23M
AWP
1500
Abacus Wealth Partners
California
$1.22M