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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
CWM
1851
Centurion Wealth Management
Virginia
$671K
TWML
1852
THRYVE WEALTH MANAGEMENT LLC
Texas
$670K
AWM
1853
Aberdeen Wealth Management
Illinois
$670K
FPW
1854
Flagship Private Wealth
Massachusetts
$668K
PFGIA
1855
Patriot Financial Group Insurance Agency
Massachusetts
$667K
MSWA
1856
Marshall & Sterling Wealth Advisors
New York
$667K
TC
1857
Truvestments Capital
Florida
$665K
CH
1858
Cromwell Holdings
Wyoming
$663K
LCA
1859
Legend Capital Advisors
New York
$663K
LWM
1860
Liberty Wealth Management
California
$661K
SCP
1861
Sivia Capital Partners
California
$660K
CT
1862
Clearstead Trust
Maine
$658K
SC
1863
Schubert & Co
Texas
$655K
HFS
1864
Hantz Financial Services
Michigan
$654K
W
1865
Wealthquest
Ohio
$653K
HIG
1866
Heritage Investment Group
Florida
$653K
SLG
1867
Stanley-Laman Group
Pennsylvania
$653K
BL
1868
Balentine LLC
Georgia
$652K
RCM
1869
RNC Capital Management
California
$651K
DIP
1870
Davis Investment Partners
North Carolina
$651K
KLI
1871
Kelman-Lazarov Inc
Tennessee
$647K
WPC
1872
Waters Parkerson & Co
Louisiana
$647K
OAM
1873
Oxford Asset Management
United Kingdom
$647K
AW
1874
Alteri Wealth
California
$647K
EIP
1875
Ellis Investment Partners
Pennsylvania
$644K