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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
NCM
1651
Northside Capital Management
Oregon
$919K
AWE
1652
Avidian Wealth Enterprises
Texas
$918K
CTWM
1653
Cherry Tree Wealth Management
Minnesota
$917K
DIP
1654
DT Investment Partners
Pennsylvania
$916K
MM
1655
MQS Management
New York
$913K
DFA
1656
Delta Financial Advisors
Louisiana
$912K
OF
1657
Outfitter Financial
Maine
$910K
AWM
1658
Aviso Wealth Management
Washington
$910K
STS
1659
SG Trading Solutions
Utah
$909K
GFP
1660
Gryphon Financial Partners
Ohio
$907K
CAM
1661
Cidel Asset Management
Ontario, Canada
$906K
KIM
1662
Kane Investment Management
California
$905K
PWPS
1663
Pinnacle Wealth Planning Services
Ohio
$903K
OWA
1664
Opal Wealth Advisors
New York
$902K
MFT
1665
Moisand Fitzgerald Tamayo
Florida
$902K
OFS
1666
OneAscent Financial Services
Alabama
$899K
WWM
1667
Whalen Wealth Management
Nevada
$897K
BF
1668
Brucke Financial
Indiana
$896K
SWA
1669
Sax Wealth Advisors
New Jersey
$896K
WIA
1670
Westbourne Investment Advisors
Maryland
$893K
DIM
1671
Delta Investment Management
California
$891K
CCA
1672
Coign Capital Advisors
Utah
$891K
PCM
1673
Prelude Capital Management
New York
$890K
TC
1674
Trust Company
Kansas
$890K
MAM
1675
McLean Asset Management
Virginia
$889K