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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
BDA
1601
Borer Denton & Associates
Pennsylvania
$994K
FMLI
1602
Fukoku Mutual Life Insurance
Japan
$991K
CM
1603
Castleark Management
Illinois
$990K
WFA
1604
Wellspring Financial Advisors
Ohio
$989K
BIG
1605
Brookwood Investment Group
Arizona
$988K
MSWM
1606
McGlone Suttner Wealth Management
Wisconsin
$987K
MSFS
1607
Main Street Financial Solutions
Pennsylvania
$987K
SRC
1608
Shufro Rose & Co
New York
$985K
CAGAS
1609
Capital Advisory Group Advisory Services
Minnesota
$982K
WA
1610
Waddell & Associates
Tennessee
$982K
PWA
1611
Provenance Wealth Advisors
Florida
$982K
PL
1612
PeakShares LLC
Florida
$981K
N
1613
Numerai
California
$980K
SBCM
1614
Silverberg Bernstein Capital Management
New York
$979K
TSWM
1615
Triangle Securities Wealth Management
North Carolina
$977K
ESB
1616
Essex Savings Bank
Connecticut
$977K
AFP
1617
Ausdal Financial Partners
Iowa
$977K
CWG
1618
Cornerstone Wealth Group
North Carolina
$976K
RFG
1619
RFP Financial Group
Georgia
$976K
MHC
1620
May Hill Capital
Massachusetts
$972K
KCM
1621
Kathmere Capital Management
Pennsylvania
$972K
CGL
1622
Clarius Group LLC
Washington
$971K
CW
1623
Channel Wealth
California
$971K
CBT
1624
Central Bank & Trust
Kentucky
$969K
SIA
1625
SkyView Investment Advisors
New Jersey
$969K