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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
RIA
1526
Richwood Investment Advisors
Ohio
$1.16M
CG
1527
CFO4Life Group
Texas
$1.15M
PP
1528
PDS Planning
Ohio
$1.15M
MCC
1529
Money Concepts Capital
Florida
$1.15M
CYG
1530
Clean Yield Group
Vermont
$1.14M
WA
1531
Westfuller Advisors
New York
$1.14M
QWP
1532
Quotient Wealth Partners
Texas
$1.14M
MAM
1533
Milestone Asset Management
Pennsylvania
$1.14M
MAA
1534
Matrix Asset Advisors
New York
$1.13M
PF
1535
Phoenix Financial
Israel
$1.13M
PHS
1536
Pekin Hardy Strauss
Illinois
$1.13M
LIA
1537
LS Investment Advisors
Michigan
$1.12M
SWM
1538
Scissortail Wealth Management
Oklahoma
$1.12M
LWMM
1539
Legacy Wealth Management (Mississippi)
Mississippi
$1.12M
WBC
1540
West Branch Capital
Massachusetts
$1.11M
UM
1541
Ulysses Management
New York
$1.11M
TWM
1542
Tradition Wealth Management
Minnesota
$1.11M
CIAS
1543
Capital Investment Advisory Services
North Carolina
$1.1M
CAL
1544
Capital Analysts LLC
Pennsylvania
$1.1M
MCM
1545
Mattern Capital Management
Colorado
$1.09M
CB
1546
Centennial Bank
Arkansas
$1.08M
BST
1547
Bath Savings Trust
Maine
$1.08M
CA
1548
Cambridge Advisors
Nebraska
$1.08M
SW
1549
SteelPeak Wealth
California
$1.08M
CFG
1550
Chapman Financial Group
Hawaii
$1.07M