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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
DFA
1651
Delta Financial Advisors
Louisiana
$912K
OF
1652
Outfitter Financial
Maine
$910K
AWM
1653
Aviso Wealth Management
Washington
$910K
STSL
1654
SG Trading Solutions, LLC
Utah
$909K
GFP
1655
Gryphon Financial Partners
Ohio
$907K
CAM
1656
Cidel Asset Management
Ontario, Canada
$906K
KIM
1657
Kane Investment Management
California
$905K
PWPS
1658
Pinnacle Wealth Planning Services
Ohio
$903K
OWA
1659
Opal Wealth Advisors
New York
$902K
MFT
1660
Moisand Fitzgerald Tamayo
Florida
$902K
OFS
1661
OneAscent Financial Services
Alabama
$899K
WWM
1662
Whalen Wealth Management
Nevada
$897K
BF
1663
Brucke Financial
Indiana
$896K
SWA
1664
Sax Wealth Advisors
New Jersey
$896K
WIA
1665
Westbourne Investment Advisors
Maryland
$893K
DIM
1666
Delta Investment Management
California
$891K
CCA
1667
Coign Capital Advisors
Utah
$891K
PCM
1668
Prelude Capital Management
New York
$890K
TC
1669
Trust Company
Kansas
$890K
MAM
1670
McLean Asset Management
Virginia
$889K
WCG
1671
Weaver Consulting Group
California
$888K
CIM
1672
Confluence Investment Management
Missouri
$888K
ACM
1673
AUA Capital Management
Pennsylvania
$888K
SP
1674
SmartHarvest Portfolios
Washington
$886K
TWP
1675
Tower Wealth Partners
Pennsylvania
$885K