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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
BLFG
1576
Brian Low Financial Group
Louisiana
$1.04M
ME
1577
McIlrath & Eck
Washington
$1.04M
PWP
1578
Pursue Wealth Partners
California
$1.04M
YIM
1579
Yoffe Investment Management
Pennsylvania
$1.04M
KA
1580
Kearns & Associates
California
$1.04M
ACM
1581
Aljian Capital Management
Nevada
$1.03M
LWM
1582
LongView Wealth Management
Georgia
$1.03M
FFA
1583
Fortune Financial Advisors
Kansas
$1.03M
BMC
1584
Benin Management Corp
Connecticut
$1.03M
HGA
1585
Hobbs Group Advisors
South Carolina
$1.03M
SFM
1586
Signet Financial Management
New Jersey
$1.02M
PWM
1587
Purus Wealth Management
California
$1.02M
LW
1588
Linscomb Wealth
Texas
$1.02M
ITIM
1589
Indiana Trust & Investment Management
Indiana
$1.02M
SG
1590
StoneX Group
New York
$1.01M
MFG
1591
Midwest Financial Group
Kansas
$1.01M
TW
1592
TritonPoint Wealth
Maryland
$1.01M
BW
1593
Basepoint Wealth
Iowa
$1.01M
CCG
1594
Cypress Capital Group
Florida
$1.01M
HAIM
1595
Hunter Associates Investment Management
Pennsylvania
$1M
SWM
1596
Sendero Wealth Management
Texas
$1M
PWA
1597
Phoenix Wealth Advisors
North Carolina
$1M
LFA
1598
Legacy Financial Advisors
Kentucky
$996K
KA
1599
Klingman & Associates
New York
$996K
HFM
1600
Hartford Financial Management
Connecticut
$995K