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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
PCA
1701
Prosperity Capital Advisors
Ohio
$851K
FCM
1702
Fell Capital Management
California
$847K
AWA
1703
ARQ Wealth Advisors
Arizona
$846K
NFSG
1704
Newbridge Financial Services Group
Florida
$845K
BHIA
1705
Birch Hill Investment Advisors
Massachusetts
$844K
SB
1706
Strategic Blueprint
Georgia
$842K
SIA
1707
SGL Investment Advisors
Montana
$839K
CIS
1708
Custom Index Systems
New York
$839K
TIA
1709
Traphagen Investment Advisors
New Jersey
$838K
KA
1710
Kozak & Associates
Colorado
$837K
CWM
1711
Consultiva Wealth Management
Puerto Rico
$837K
7WCP
1712
71 West Capital Partners
Massachusetts
$836K
ATFA
1713
All Terrain Financial Advisors
Minnesota
$836K
FPH
1714
Financial Planning Hawaii
Hawaii
$834K
OWA
1715
One Wealth Advisors
California
$832K
SH
1716
SLT Holdings
Arizona
$830K
CWM
1717
Connecticut Wealth Management
Connecticut
$828K
RPC
1718
Rossmore Private Capital
Connecticut
$827K
PIA
1719
Perennial Investment Advisors
California
$821K
MAM
1720
MWA Asset Management
Massachusetts
$820K
VWA
1721
Visionary Wealth Advisors
Illinois
$818K
CD
1722
Chapin Davis
Maryland
$818K
OWP
1723
ORG Wealth Partners
Texas
$818K
Financial Engines Advisors
1724
Financial Engines Advisors
California
$818K
HCM
1725
Howland Capital Management
Massachusetts
$816K