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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
RCG
1751
Regatta Capital Group
California
$790K
FWA
1752
FSM Wealth Advisors
Ohio
$788K
DDPIC
1753
Deroy & Devereaux Private Investment Counsel
Michigan
$788K
NRC
1754
New Republic Capital
North Carolina
$788K
BSB
1755
Bangor Savings Bank
Maine
$787K
BHWM
1756
Bar Harbor Wealth Management
New Hampshire
$787K
OFG
1757
Oxford Financial Group
Indiana
$781K
KFGK
1758
Keystone Financial Group (Kentucky)
Kentucky
$781K
MWA
1759
Midland Wealth Advisors
Illinois
$781K
PAW
1760
Plan A Wealth
Nebraska
$781K
PJWM
1761
Philip James Wealth Mangement
Georgia
$780K
CNB
1762
Camden National Bank
Maine
$779K
XF
1763
XML Financial
Maryland
$779K
WFI
1764
West Family Investments
California
$778K
AA
1765
Alta Advisers
United Kingdom
$778K
WA
1766
Wealth Architects
California
$777K
AWM
1767
Aries Wealth Management
Maine
$776K
TCA
1768
Transcend Capital Advisors
New Jersey
$774K
SSA
1769
Schonfeld Strategic Advisors
New York
$770K
SFG
1770
Sovereign Financial Group
Connecticut
$769K
FPL
1771
Fortress Private Ledger
North Carolina
$769K
AIM
1772
Advyzon Investment Management
Illinois
$767K
TVPW
1773
Third View Private Wealth
Connecticut
$766K
EGWAG
1774
Elwood & Goetz Wealth Advisory Group
Georgia
$762K
RCA
1775
Ranch Capital Advisors
Florida
$761K