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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
ACM
1576
Aljian Capital Management
Nevada
$1.03M
LWM
1577
LongView Wealth Management
Georgia
$1.03M
FFA
1578
Fortune Financial Advisors
Kansas
$1.03M
BMC
1579
Benin Management Corp
Connecticut
$1.03M
HGA
1580
Hobbs Group Advisors
South Carolina
$1.03M
SFM
1581
Signet Financial Management
New Jersey
$1.02M
PWM
1582
Purus Wealth Management
California
$1.02M
LW
1583
Linscomb Wealth
Texas
$1.02M
ITIM
1584
Indiana Trust & Investment Management
Indiana
$1.02M
SG
1585
StoneX Group
New York
$1.01M
MFG
1586
Midwest Financial Group
Kansas
$1.01M
TW
1587
TritonPoint Wealth
Maryland
$1.01M
BW
1588
Basepoint Wealth
Iowa
$1.01M
CCG
1589
Cypress Capital Group
Florida
$1.01M
HAIM
1590
Hunter Associates Investment Management
Pennsylvania
$1M
SWM
1591
Sendero Wealth Management
Texas
$1M
PWA
1592
Phoenix Wealth Advisors
North Carolina
$1M
LFA
1593
Legacy Financial Advisors
Kentucky
$996K
KA
1594
Klingman & Associates
New York
$996K
HFM
1595
Hartford Financial Management
Connecticut
$995K
BDA
1596
Borer Denton & Associates
Pennsylvania
$994K
FMLI
1597
Fukoku Mutual Life Insurance
Japan
$991K
CM
1598
Castleark Management
Illinois
$990K
WFA
1599
Wellspring Financial Advisors
Ohio
$989K
BIG
1600
Brookwood Investment Group
Arizona
$988K