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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
SPWG
1851
Sage Private Wealth Group
Illinois
$675K
BOJHT
1852
Bank of Jackson Hole Trust
Wyoming
$674K
MTIC
1853
Missouri Trust & Investment Company
Missouri
$674K
WCM
1854
Whitener Capital Management
North Carolina
$673K
TIA
1855
Tiemann Investment Advisors
California
$673K
PWM
1856
Pines Wealth Management
North Carolina
$673K
ATWA
1857
Arbor Trust Wealth Advisors
Michigan
$672K
CWM
1858
Centurion Wealth Management
Virginia
$671K
TWM
1859
Thryve Wealth Management
Texas
$670K
AWM
1860
Aberdeen Wealth Management
Illinois
$670K
FPW
1861
Flagship Private Wealth
Massachusetts
$668K
PFGIA
1862
Patriot Financial Group Insurance Agency
Massachusetts
$667K
MSWA
1863
Marshall & Sterling Wealth Advisors
New York
$667K
TC
1864
Truvestments Capital
Florida
$665K
CH
1865
Cromwell Holdings
Wyoming
$663K
LCA
1866
Legend Capital Advisors
New York
$663K
LWM
1867
Liberty Wealth Management
California
$661K
SCP
1868
Sivia Capital Partners
California
$660K
CT
1869
Clearstead Trust
Maine
$658K
SC
1870
Schubert & Co
Texas
$655K
HFS
1871
Hantz Financial Services
Michigan
$654K
W
1872
Wealthquest
Ohio
$653K
HIG
1873
Heritage Investment Group
Florida
$653K
SLG
1874
Stanley-Laman Group
Pennsylvania
$653K
BL
1875
Balentine LLC
Georgia
$652K