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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
WA
1501
WBH Advisory
Maryland
$1.22M
UBP
1502
Union Bancaire Privee
Switzerland
$1.22M
ZI
1503
ZEGA Investments
Florida
$1.22M
AIM
1504
Allen Investment Management
New York
$1.21M
SFWC
1505
Strategic Family Wealth Counselors
New Jersey
$1.21M
CTC
1506
Cetera Trust Company
Minnesota
$1.21M
AA
1507
Armis Advisers
Georgia
$1.2M
SIA
1508
Strategic Investment Advisors
Michigan
$1.2M
CFM
1509
Catalyst Funds Management
Australia
$1.2M
LJAC
1510
L.J. Altfest & Co
New York
$1.2M
LAM
1511
L2 Asset Management
Massachusetts
$1.2M
EFG
1512
Elevated Financial Group
Indiana
$1.19M
CA
1513
Continuum Advisory
Idaho
$1.19M
HR
1514
Howe & Rusling
New York
$1.18M
OCA
1515
Odyssey Capital Advisors
Pennsylvania
$1.18M
DSC
1516
Duncker Streett & Co
Missouri
$1.18M
MFGM
1517
Marshall Financial Group (Maryland)
Maryland
$1.18M
CFG
1518
Cooper Financial Group
California
$1.18M
FMI
1519
Frec Markets Inc
California
$1.18M
LCM
1520
Legato Capital Management
California
$1.17M
LFM
1521
LGT Fund Management
Liechtenstein
$1.17M
GWM
1522
Geneos Wealth Management
Colorado
$1.17M
SWM
1523
SeaCrest Wealth Management
New York
$1.17M
BTWM
1524
Baker Tilly Wealth Management
Wisconsin
$1.17M
EP
1525
Edgestream Partners
New Jersey
$1.17M