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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
MW
1726
MBL Wealth
North Carolina
$815K
CGIM
1727
Capital Group Investment Management
Singapore
$815K
VCM
1728
Voleon Capital Management
California
$814K
SNBOSD
1729
Security National Bank of So Dak
Iowa
$814K
SACTSONJ
1730
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$814K
MAWA
1731
Moss Adams Wealth Advisors
Washington
$813K
SEIA
1732
Signature Estate & Investment Advisors
California
$812K
QPW
1733
Quantum Private Wealth
Florida
$810K
PWA
1734
Pitcairn Wealth Advisors
Pennsylvania
$810K
PWM
1735
Partnership Wealth Management
Maryland
$809K
OWA
1736
Outlook Wealth Advisors
Texas
$809K
WP
1737
Westmount Partners
California
$808K
FWI
1738
Facet Wealth Inc
Maryland
$804K
MIM
1739
Macroview Investment Management
Maryland
$803K
VGDSS
1740
VUB Generali dochodkova spravcovska spolocnost
$803K
SL
1741
Sentinus LLC
Illinois
$801K
CCC
1742
Compass Capital Corp
Massachusetts
$798K
MA
1743
MONECO Advisors
Connecticut
$798K
BWM
1744
BigSur Wealth Management
Florida
$797K
EFSCE
1745
Enterprise Financial Services Corp (EFSC)
Missouri
$796K
AC
1746
Addison Capital
Pennsylvania
$793K
HWM
1747
Horizon Wealth Management
Illinois
$792K
CG
1748
Curat Global
New Hampshire
$792K
Members Trust
1749
Members Trust
Florida
$791K
HFW
1750
Horizon Family Wealth
Illinois
$791K