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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
WIM
1826
Wittenberg Investment Management
Massachusetts
$703K
DF
1827
Downshift Financial
Colorado
$703K
LFS
1828
Legacy Financial Strategies
Kansas
$700K
PWP
1829
PrairieView Wealth Partners
Illinois
$699K
AA
1830
Ancora Advisors
Ohio
$698K
VFG
1831
Victory Financial Group
Texas
$695K
KWS
1832
Keystone Wealth Services
California
$695K
FFL
1833
Future Fund LLC
Illinois
$694K
MFC
1834
Mechanics Financial Corp
Ohio
$694K
SIAP
1835
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$693K
MWM
1836
Maridea Wealth Management
New York
$692K
PWW
1837
Pettyjohn Wood & White
Virginia
$692K
SW
1838
Simplicity Wealth
New Jersey
$691K
PCM
1839
Palisade Capital Management
New Jersey
$691K
LSIA
1840
LaSalle St. Investment Advisors
Illinois
$691K
CFCS
1841
CDM Financial Counseling Services
Connecticut
$690K
RCM
1842
Raleigh Capital Management
North Carolina
$689K
GAA
1843
Global Assets Advisory
Florida
$689K
PAMG
1844
Patton Albertson Miller Group
Tennessee
$688K
NL
1845
NWAM LLC
Washington
$686K
BLC
1846
Brown, Lisle/Cummings
Rhode Island
$684K
TS
1847
TradeWell Securities
Indiana
$682K
VA
1848
Valmark Advisers
Ohio
$682K
S
1849
Sunpointe
Missouri
$677K
SGK
1850
Steigerwald Gordon & Koch
Virginia
$676K