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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
WCG
1676
Weaver Consulting Group
California
$888K
ACM
1677
AUA Capital Management
Pennsylvania
$888K
CIM
1678
Confluence Investment Management
Missouri
$888K
SP
1679
SmartHarvest Portfolios
Washington
$886K
TWP
1680
Tower Wealth Partners
Pennsylvania
$885K
RRA
1681
Round Rock Advisors
Connecticut
$884K
DW30
1682
Drucker Wealth 3.0
New Jersey
$883K
PWM
1683
Parkway Wealth Management
Texas
$882K
MMG
1684
Monetary Management Group
Missouri
$879K
KCPG
1685
Kavar Capital Partners Group
Kansas
$875K
DE
1686
Diversified Enterprises
Delaware
$873K
SCA
1687
Stonebridge Capital Advisors
Minnesota
$872K
JWBC
1688
John W. Bristol & Co
New York
$870K
WC
1689
Waterloo Capital
Texas
$869K
SIS
1690
Sound Income Strategies
Florida
$868K
MWA
1691
Meridian Wealth Advisors
Texas
$867K
MEG
1692
Millstone Evans Group
Colorado
$866K
PCG
1693
PFC Capital Group
California
$863K
NAS
1694
Nicolet Advisory Services
Wisconsin
$863K
SAM
1695
Secure Asset Management
Michigan
$863K
HBW
1696
Hazlett, Burt & Watson
West Virginia
$860K
SCM
1697
Sage Capital Management
New Jersey
$860K
NWMG
1698
National Wealth Management Group
Ohio
$856K
PHAM
1699
Palisades Hudson Asset Management
Florida
$855K
VAG
1700
VisionPoint Advisory Group
Texas
$852K