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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
SEIA
1726
Signature Estate & Investment Advisors
California
$812K
QPW
1727
Quantum Private Wealth
Florida
$810K
PWA
1728
Pitcairn Wealth Advisors
Pennsylvania
$810K
PWM
1729
Partnership Wealth Management
Maryland
$809K
OWA
1730
Outlook Wealth Advisors
Texas
$809K
WP
1731
Westmount Partners
California
$808K
FWI
1732
Facet Wealth Inc
Maryland
$804K
MIM
1733
Macroview Investment Management
Maryland
$803K
VGDSS
1734
VUB Generali dochodkova spravcovska spolocnost
$803K
SL
1735
Sentinus LLC
Illinois
$801K
CCC
1736
Compass Capital Corp
Massachusetts
$798K
MA
1737
MONECO Advisors
Connecticut
$798K
BWM
1738
BigSur Wealth Management
Florida
$797K
EFSCE
1739
Enterprise Financial Services Corp (EFSC)
Missouri
$796K
AC
1740
Addison Capital
Pennsylvania
$793K
HWM
1741
Horizon Wealth Management
Illinois
$792K
CG
1742
Curat Global
New Hampshire
$792K
Members Trust
1743
Members Trust
Florida
$791K
HFW
1744
Horizon Family Wealth
Illinois
$791K
RCG
1745
Regatta Capital Group
California
$790K
FWA
1746
FSM Wealth Advisors
Ohio
$788K
DDPIC
1747
Deroy & Devereaux Private Investment Counsel
Michigan
$788K
NRC
1748
New Republic Capital
North Carolina
$788K
BSB
1749
Bangor Savings Bank
Maine
$787K
BHWM
1750
Bar Harbor Wealth Management
New Hampshire
$787K