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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
SIA
1701
SGL Investment Advisors
Montana
$839K
CIS
1702
Custom Index Systems
New York
$839K
TIA
1703
Traphagen Investment Advisors
New Jersey
$838K
KA
1704
Kozak & Associates
Colorado
$837K
CWM
1705
Consultiva Wealth Management
Puerto Rico
$837K
7WCP
1706
71 West Capital Partners
Massachusetts
$836K
ATFA
1707
All Terrain Financial Advisors
Minnesota
$836K
FPH
1708
Financial Planning Hawaii
Hawaii
$834K
OWA
1709
One Wealth Advisors
California
$832K
SH
1710
SLT Holdings
Arizona
$830K
CWM
1711
Connecticut Wealth Management
Connecticut
$828K
RPC
1712
Rossmore Private Capital
Connecticut
$827K
PIA
1713
Perennial Investment Advisors
California
$821K
MAM
1714
MWA Asset Management
Massachusetts
$820K
VWA
1715
Visionary Wealth Advisors
Illinois
$818K
CD
1716
Chapin Davis
Maryland
$818K
OWP
1717
ORG Wealth Partners
Texas
$818K
Financial Engines Advisors
1718
Financial Engines Advisors
California
$818K
HCM
1719
Howland Capital Management
Massachusetts
$816K
MW
1720
MBL Wealth
North Carolina
$815K
CGIM
1721
Capital Group Investment Management
Singapore
$815K
VCM
1722
Voleon Capital Management
California
$814K
SNBOSD
1723
Security National Bank of So Dak
Iowa
$814K
SACTSONJ
1724
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$814K
MAWA
1725
Moss Adams Wealth Advisors
Washington
$813K