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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
RRA
1676
Round Rock Advisors
Connecticut
$884K
DW30
1677
Drucker Wealth 3.0
New Jersey
$883K
PWM
1678
Parkway Wealth Management
Texas
$882K
MMG
1679
Monetary Management Group
Missouri
$879K
KCPG
1680
Kavar Capital Partners Group
Kansas
$875K
DE
1681
Diversified Enterprises
Delaware
$873K
SCA
1682
Stonebridge Capital Advisors
Minnesota
$872K
JWBC
1683
John W. Bristol & Co
New York
$870K
WC
1684
Waterloo Capital
Texas
$869K
SIS
1685
Sound Income Strategies
Florida
$868K
MWA
1686
Meridian Wealth Advisors
Texas
$867K
MEG
1687
Millstone Evans Group
Colorado
$866K
PCG
1688
PFC Capital Group
California
$863K
NAS
1689
Nicolet Advisory Services
Wisconsin
$863K
SAM
1690
Secure Asset Management
Michigan
$863K
HBW
1691
Hazlett, Burt & Watson
West Virginia
$860K
SCM
1692
Sage Capital Management
New Jersey
$860K
NWMG
1693
National Wealth Management Group
Ohio
$856K
PHAM
1694
Palisades Hudson Asset Management
Florida
$855K
VAG
1695
VisionPoint Advisory Group
Texas
$852K
PCA
1696
Prosperity Capital Advisors
Ohio
$851K
AWA
1697
ARQ Wealth Advisors
Arizona
$846K
NFSG
1698
Newbridge Financial Services Group
Florida
$845K
BHIA
1699
Birch Hill Investment Advisors
Massachusetts
$844K
SB
1700
Strategic Blueprint
Georgia
$842K