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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
FFL
1826
Future Fund LLC
Illinois
$694K
MFC
1827
Mechanics Financial Corp
Ohio
$694K
SIAP
1828
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$693K
MWM
1829
Maridea Wealth Management
New York
$692K
PWW
1830
Pettyjohn Wood & White
Virginia
$692K
SW
1831
Simplicity Wealth
New Jersey
$691K
PCM
1832
Palisade Capital Management
New Jersey
$691K
LSIA
1833
LaSalle St. Investment Advisors
Illinois
$691K
CFCS
1834
CDM Financial Counseling Services
Connecticut
$690K
RCM
1835
Raleigh Capital Management
North Carolina
$689K
GAA
1836
Global Assets Advisory
Florida
$689K
PAMG
1837
Patton Albertson Miller Group
Tennessee
$688K
NL
1838
NWAM LLC
Washington
$686K
BLC
1839
Brown, Lisle/Cummings
Rhode Island
$684K
TS
1840
TradeWell Securities
Indiana
$682K
VA
1841
Valmark Advisers
Ohio
$682K
S
1842
Sunpointe
Missouri
$677K
SGK
1843
Steigerwald Gordon & Koch
Virginia
$676K
SPWG
1844
Sage Private Wealth Group
Illinois
$675K
BOJHT
1845
Bank of Jackson Hole Trust
Wyoming
$674K
MTIC
1846
Missouri Trust & Investment Company
Missouri
$674K
WCM
1847
Whitener Capital Management
North Carolina
$673K
TIA
1848
Tiemann Investment Advisors
California
$673K
PWM
1849
Pines Wealth Management
North Carolina
$673K
ATWA
1850
Arbor Trust Wealth Advisors
Michigan
$672K