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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
CTC
1501
Cetera Trust Company
Minnesota
$1.21M
SIA
1502
Strategic Investment Advisors
Michigan
$1.2M
CFM
1503
Catalyst Funds Management
Australia
$1.2M
LJAC
1504
L.J. Altfest & Co
New York
$1.2M
LAM
1505
L2 Asset Management
Massachusetts
$1.2M
EFG
1506
Elevated Financial Group
Indiana
$1.19M
CA
1507
Continuum Advisory
Idaho
$1.19M
HR
1508
Howe & Rusling
New York
$1.18M
OCA
1509
Odyssey Capital Advisors
Pennsylvania
$1.18M
DSC
1510
Duncker Streett & Co
Missouri
$1.18M
MFGM
1511
Marshall Financial Group (Maryland)
Maryland
$1.18M
CFG
1512
Cooper Financial Group
California
$1.18M
FMI
1513
Frec Markets Inc
California
$1.18M
LCM
1514
Legato Capital Management
California
$1.17M
LFM
1515
LGT Fund Management
Liechtenstein
$1.17M
GWM
1516
Geneos Wealth Management
Colorado
$1.17M
SWM
1517
SeaCrest Wealth Management
New York
$1.17M
BTWM
1518
Baker Tilly Wealth Management
Wisconsin
$1.17M
EP
1519
Edgestream Partners
New Jersey
$1.17M
HBT
1520
Heartland Bank & Trust
Illinois
$1.17M
UAML
1521
US Asset Management LLC
Pennsylvania
$1.17M
LAM
1522
Lewis Asset Management
California
$1.16M
MFA
1523
Mayflower Financial Advisors
Massachusetts
$1.16M
RWS
1524
Resolute Wealth Strategies
Mississippi
$1.16M
NG
1525
Novem Group
New York
$1.16M