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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
RZH
1876
Relyea Zuckerberg Hanson
Connecticut
$644K
TC
1877
TFR Capital
Texas
$640K
SOS
1878
Silver Oak Securities
Tennessee
$639K
TVAMP
1879
Tennessee Valley Asset Management Partners
Tennessee
$639K
PWP
1880
Phillips Wealth Planners
Mississippi
$638K
ZIG
1881
Zullo Investment Group
Pennsylvania
$637K
PWMG
1882
Prestige Wealth Management Group
New Jersey
$634K
CF
1883
Centaurus Financial
California
$634K
MCRM
1884
Midway Capital Research & Management
Illinois
$634K
HA
1885
Herold Advisors
New York
$633K
CA
1886
Cache Advisors
California
$632K
KMWM
1887
Keudell/Morrison Wealth Management
Oregon
$632K
SMC
1888
Smith, Moore & Co
Missouri
$632K
LSPW
1889
Lake Street Private Wealth
Illinois
$631K
PWM
1890
Palumbo Wealth Management
New York
$631K
OWM
1891
OneAscent Wealth Management
Alabama
$631K
PG
1892
Patten Group
Tennessee
$630K
ISFAN
1893
Investor's Fiduciary Advisor Network
Washington
$629K
ZCI
1894
Zevenbergen Capital Investments
Washington
$629K
SSG
1895
Summit Securities Group
New York
$629K
TNA
1896
True North Advisors
Texas
$628K
HTIM
1897
Harbour Trust & Investment Management
Indiana
$628K
CAI
1898
Capital Advisors Inc
Oklahoma
$626K
RFA
1899
Reyes Financial Architecture
California
$626K
IIC
1900
Integrated Investment Consultants
Michigan
$624K