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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
DTL
1776
Dynamic Technology Lab
Singapore
$760K
NFG
1777
Northbridge Financial Group
Florida
$760K
BFG
1778
Berger Financial Group
Minnesota
$759K
AHC
1779
Adell Harriman & Carpenter
Texas
$758K
ONST
1780
Old North State Trust
North Carolina
$758K
SFG
1781
Sunburst Financial Group
Alabama
$757K
BFS
1782
BridgePort Financial Solutions
Iowa
$756K
PWP
1783
Precedent Wealth Partners
Texas
$752K
AF
1784
Atala Financial
California
$752K
FNBOO
1785
First National Bank of Omaha
Nebraska
$751K
SWMP
1786
Signature Wealth Management Partners
New Jersey
$751K
TWM
1787
Thrive Wealth Management
Pennsylvania
$751K
E
1788
Evansbrook
Illinois
$750K
KF
1789
KKM Financial
Illinois
$748K
RFP
1790
Root Financial Partners
California
$748K
IP
1791
Indivisible Partners
Florida
$747K
BCG
1792
Breakwater Capital Group
New Jersey
$747K
TWM
1793
Tanager Wealth Management
United Kingdom
$747K
KAS
1794
KPP Advisory Services
Kentucky
$746K
SCA
1795
Sippican Capital Advisors
Massachusetts
$745K
CA
1796
Capital Advantage
California
$744K
SLA
1797
Silver Lake Advisory
Utah
$743K
MCM
1798
Magnolia Capital Management
New York
$740K
OL
1799
Optas LLC
Texas
$740K
PHM
1800
Prospect Hill Management
New Jersey
$740K