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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
PWP
1776
Precedent Wealth Partners
Texas
$752K
AF
1777
Atala Financial
California
$752K
FNBOO
1778
First National Bank of Omaha
Nebraska
$751K
SWMP
1779
Signature Wealth Management Partners
New Jersey
$751K
TWM
1780
Thrive Wealth Management
Pennsylvania
$751K
E
1781
Evansbrook
Illinois
$750K
KF
1782
KKM Financial
Illinois
$748K
RFP
1783
Root Financial Partners
California
$748K
IP
1784
Indivisible Partners
Florida
$747K
BCG
1785
Breakwater Capital Group
New Jersey
$747K
TWM
1786
Tanager Wealth Management
United Kingdom
$747K
KAS
1787
KPP Advisory Services
Kentucky
$746K
SCA
1788
Sippican Capital Advisors
Massachusetts
$745K
CA
1789
Capital Advantage
California
$744K
SLA
1790
Silver Lake Advisory
Utah
$743K
MCM
1791
Magnolia Capital Management
New York
$740K
OL
1792
Optas LLC
Texas
$740K
PHM
1793
Prospect Hill Management
New Jersey
$740K
HA
1794
Harbor Advisors
Florida
$740K
GCA
1795
Genesee Capital Advisors
New York
$732K
AIM
1796
Athena Investment Management
California
$732K
CFA
1797
Churchill Financial Advisors
Kentucky
$730K
MCWA
1798
Meadow Creek Wealth Advisors
Georgia
$730K
PFW
1799
Petros Family Wealth
Minnesota
$730K
ATC
1800
Adirondack Trust Company
New York
$730K