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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
TAM
1801
Trillium Asset Management
Massachusetts
$727K
BCM
1802
Blume Capital Management
California
$726K
JWA
1803
JFS Wealth Advisors
Pennsylvania
$724K
WWA
1804
Wisconsin Wealth Advisors
Wisconsin
$724K
TWM
1805
Tripletail Wealth Management
Florida
$723K
BA
1806
Ballast Advisors
Minnesota
$722K
LCGC
1807
Legacy Capital Group California
California
$721K
MWM
1808
MOR Wealth Management
Pennsylvania
$717K
IFO
1809
Independent Family Office
New York
$715K
CCWM
1810
Cassaday & Co Wealth Management
Virginia
$714K
WKSWA
1811
White Knight Strategic Wealth Advisors
New Jersey
$714K
CFA
1812
Capstone Financial Advisors
Illinois
$713K
DTC
1813
Davidson Trust Company
Washington
$710K
ATS
1814
Ashton Thomas Securities
New York
$709K
CP
1815
Clarendon Private
Massachusetts
$707K
RPGK
1816
Retirement Planning Group (Kansas)
Kansas
$707K
PL
1817
Perpetual Ltd
Australia
$703K
CIG
1818
Cairn Investment Group
Washington
$703K
WIM
1819
Wittenberg Investment Management
Massachusetts
$703K
DFL
1820
Downshift Financial, LLC
Colorado
$703K
LFS
1821
Legacy Financial Strategies
Kansas
$700K
PWP
1822
PrairieView Wealth Partners
Illinois
$699K
AA
1823
Ancora Advisors
Ohio
$698K
VFG
1824
Victory Financial Group
Texas
$695K
KWS
1825
Keystone Wealth Services
California
$695K