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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
RCM
1876
RNC Capital Management
California
$651K
DIP
1877
Davis Investment Partners
North Carolina
$651K
KLI
1878
Kelman-Lazarov Inc
Tennessee
$647K
WPC
1879
Waters Parkerson & Co
Louisiana
$647K
OAM
1880
Oxford Asset Management
United Kingdom
$647K
AW
1881
Alteri Wealth
California
$647K
EIP
1882
Ellis Investment Partners
Pennsylvania
$644K
RZH
1883
Relyea Zuckerberg Hanson
Connecticut
$644K
TC
1884
TFR Capital
Texas
$640K
SOS
1885
Silver Oak Securities
Tennessee
$639K
TVAMP
1886
Tennessee Valley Asset Management Partners
Tennessee
$639K
PWP
1887
Phillips Wealth Planners
Mississippi
$638K
ZIG
1888
Zullo Investment Group
Pennsylvania
$637K
PWMG
1889
Prestige Wealth Management Group
New Jersey
$634K
CF
1890
Centaurus Financial
California
$634K
MCRM
1891
Midway Capital Research & Management
Illinois
$634K
HA
1892
Herold Advisors
New York
$633K
CA
1893
Cache Advisors
California
$632K
KMWM
1894
Keudell/Morrison Wealth Management
Oregon
$632K
SMC
1895
Smith, Moore & Co
Missouri
$632K
LSPW
1896
Lake Street Private Wealth
Illinois
$631K
PWM
1897
Palumbo Wealth Management
New York
$631K
OWM
1898
OneAscent Wealth Management
Alabama
$631K
PG
1899
Patten Group
Tennessee
$630K
ISFAN
1900
Investor's Fiduciary Advisor Network
Washington
$629K