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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
TIM
1901
Thompson Investment Management
Wisconsin
$622K
IIL
1902
Income Insurance Ltd
$621K
ACM
1903
Arcataur Capital Management
Wisconsin
$621K
AF
1904
Apollon Financial
South Carolina
$620K
OA
1905
Oxbow Advisors
Texas
$619K
M
1906
MOTCO
Texas
$617K
VNA
1907
Valley National Advisers
Pennsylvania
$615K
KFS
1908
Kaizen Financial Strategies
California
$614K
NRI
1909
NFP Retirement Inc
California
$614K
OLA
1910
Oliver Luxxe Assets
New Jersey
$614K
CSPIA
1911
Cary Street Partners Investment Advisory
Virginia
$612K
TWL
1912
Tempo Wealth, LLC
Ohio
$610K
AWA
1913
Acorn Wealth Advisors
Michigan
$608K
BMWM
1914
Brown Miller Wealth Management
Virginia
$607K
TWP
1915
Tyche Wealth Partners
Texas
$605K
HWA
1916
HCR Wealth Advisors
California
$604K
PE
1917
PCM Encore
Colorado
$604K
TC
1918
Trilogy Capital
California
$603K
CA
1919
CSM Advisors
Pennsylvania
$603K
HWMO
1920
Heritage Wealth Management (Ohio)
Ohio
$603K
FM
1921
Foster & Motley
Ohio
$602K
FWIA
1922
Fort Washington Investment Advisors
Ohio
$602K
CHC
1923
City Holding Co
West Virginia
$602K
RIM
1924
Rockbridge Investment Management
New York
$601K
SAM
1925
Strategy Asset Managers
California
$601K