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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
IFU
1551
iSAM Funds (UK)
United Kingdom
$1.07M
RMP
1552
Richards, Merrill & Peterson
Washington
$1.07M
MA
1553
MJP Associates
Connecticut
$1.07M
BW
1554
BIP Wealth
Georgia
$1.07M
TSSI
1555
Taylor Securities Services, Inc.
Pennsylvania
$1.07M
CMTU
1556
Capital Markets Trading (UK)
United Kingdom
$1.06M
AIM
1557
Aigen Investment Management
New York
$1.06M
UCB
1558
United Community Bank
South Carolina
$1.06M
OCM
1559
Orleans Capital Management
Louisiana
$1.06M
OL
1560
one8zero8 LLC
North Carolina
$1.06M
TTWM
1561
TCV Trust & Wealth Management
Virginia
$1.06M
GWANC
1562
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.06M
MWS
1563
MFA Wealth Services
California
$1.06M
TNBTD
1564
Trustmark National Bank Trust Department
Mississippi
$1.06M
CFP
1565
Catalyst Financial Partners
Massachusetts
$1.06M
BI
1566
Ballast Inc
Kentucky
$1.06M
AF
1567
Arrow Financial
New York
$1.05M
BAM
1568
Belpointe Asset Management
Nevada
$1.05M
LWMPC
1569
Lifetime Wealth Management P.C.
Texas
$1.04M
WPW
1570
Warther Private Wealth
Ohio
$1.04M
BLFG
1571
Brian Low Financial Group
Louisiana
$1.04M
ME
1572
McIlrath & Eck
Washington
$1.04M
PWP
1573
Pursue Wealth Partners
California
$1.04M
YIM
1574
Yoffe Investment Management
Pennsylvania
$1.04M
KA
1575
Kearns & Associates
California
$1.04M