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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
HBT
1526
Heartland Bank & Trust
Illinois
$1.17M
UAML
1527
US Asset Management LLC
Pennsylvania
$1.17M
LAM
1528
Lewis Asset Management
California
$1.16M
MFA
1529
Mayflower Financial Advisors
Massachusetts
$1.16M
RWS
1530
Resolute Wealth Strategies
Mississippi
$1.16M
NG
1531
Novem Group
New York
$1.16M
RIA
1532
Richwood Investment Advisors
Ohio
$1.16M
CG
1533
CFO4Life Group
Texas
$1.15M
PP
1534
PDS Planning
Ohio
$1.15M
MCC
1535
Money Concepts Capital
Florida
$1.15M
CYG
1536
Clean Yield Group
Vermont
$1.14M
WA
1537
Westfuller Advisors
New York
$1.14M
QWP
1538
Quotient Wealth Partners
Texas
$1.14M
MAM
1539
Milestone Asset Management
Pennsylvania
$1.14M
MAA
1540
Matrix Asset Advisors
New York
$1.13M
PF
1541
Phoenix Financial
Israel
$1.13M
PHS
1542
Pekin Hardy Strauss
Illinois
$1.13M
LIA
1543
LS Investment Advisors
Michigan
$1.12M
SWM
1544
Scissortail Wealth Management
Oklahoma
$1.12M
LWMM
1545
Legacy Wealth Management (Mississippi)
Mississippi
$1.12M
WBC
1546
West Branch Capital
Massachusetts
$1.11M
UM
1547
Ulysses Management
New York
$1.11M
TWM
1548
Tradition Wealth Management
Minnesota
$1.11M
CIAS
1549
Capital Investment Advisory Services
North Carolina
$1.1M
CAL
1550
Capital Analysts LLC
Pennsylvania
$1.1M