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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
OFG
1751
Oxford Financial Group
Indiana
$781K
KFGK
1752
Keystone Financial Group (Kentucky)
Kentucky
$781K
MWA
1753
Midland Wealth Advisors
Illinois
$781K
PAW
1754
Plan A Wealth
Nebraska
$781K
PJWM
1755
Philip James Wealth Mangement
Georgia
$780K
CNB
1756
Camden National Bank
Maine
$779K
XF
1757
XML Financial
Maryland
$779K
WFI
1758
West Family Investments
California
$778K
AA
1759
Alta Advisers
United Kingdom
$778K
WA
1760
Wealth Architects
California
$777K
AWM
1761
Aries Wealth Management
Maine
$776K
TCA
1762
Transcend Capital Advisors
New Jersey
$774K
SSA
1763
Schonfeld Strategic Advisors
New York
$770K
SFG
1764
Sovereign Financial Group
Connecticut
$769K
FPL
1765
Fortress Private Ledger
North Carolina
$769K
AIM
1766
Advyzon Investment Management
Illinois
$767K
TVPW
1767
Third View Private Wealth
Connecticut
$766K
EGWAG
1768
Elwood & Goetz Wealth Advisory Group
Georgia
$762K
RCA
1769
Ranch Capital Advisors
Florida
$761K
DTL
1770
Dynamic Technology Lab
Singapore
$760K
NFG
1771
Northbridge Financial Group
Florida
$760K
BFG
1772
Berger Financial Group
Minnesota
$759K
AHC
1773
Adell Harriman & Carpenter
Texas
$758K
SFG
1774
Sunburst Financial Group
Alabama
$757K
BFS
1775
BridgePort Financial Solutions
Iowa
$756K