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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
HA
1801
Harbor Advisors
Florida
$740K
GCA
1802
Genesee Capital Advisors
New York
$732K
AIM
1803
Athena Investment Management
California
$732K
CFA
1804
Churchill Financial Advisors
Kentucky
$730K
MCWA
1805
Meadow Creek Wealth Advisors
Georgia
$730K
PFW
1806
Petros Family Wealth
Minnesota
$730K
ATC
1807
Adirondack Trust Company
New York
$730K
TAM
1808
Trillium Asset Management
Massachusetts
$727K
BCM
1809
Blume Capital Management
California
$726K
JWA
1810
JFS Wealth Advisors
Pennsylvania
$724K
WWA
1811
Wisconsin Wealth Advisors
Wisconsin
$724K
TWM
1812
Tripletail Wealth Management
Florida
$723K
BA
1813
Ballast Advisors
Minnesota
$722K
LCGC
1814
Legacy Capital Group California
California
$721K
MWM
1815
MOR Wealth Management
Pennsylvania
$717K
IFO
1816
Independent Family Office
New York
$715K
CCWM
1817
Cassaday & Co Wealth Management
Virginia
$714K
WKSWA
1818
White Knight Strategic Wealth Advisors
New Jersey
$714K
CFA
1819
Capstone Financial Advisors
Illinois
$713K
DTC
1820
Davidson Trust Company
Washington
$710K
ATS
1821
Ashton Thomas Securities
New York
$709K
CP
1822
Clarendon Private
Massachusetts
$707K
RPGK
1823
Retirement Planning Group (Kansas)
Kansas
$707K
PL
1824
Perpetual Ltd
Australia
$703K
CIG
1825
Cairn Investment Group
Washington
$703K