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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
ZCI
1901
Zevenbergen Capital Investments
Washington
$629K
SSG
1902
Summit Securities Group
New York
$629K
TNA
1903
True North Advisors
Texas
$628K
HTIM
1904
Harbour Trust & Investment Management
Indiana
$628K
CAI
1905
Capital Advisors Inc
Oklahoma
$626K
RFA
1906
Reyes Financial Architecture
California
$626K
IIC
1907
Integrated Investment Consultants
Michigan
$624K
TIM
1908
Thompson Investment Management
Wisconsin
$622K
IIL
1909
Income Insurance Ltd
$621K
ACM
1910
Arcataur Capital Management
Wisconsin
$621K
AF
1911
Apollon Financial
South Carolina
$620K
OA
1912
Oxbow Advisors
Texas
$619K
M
1913
MOTCO
Texas
$617K
VNA
1914
Valley National Advisers
Pennsylvania
$615K
KFS
1915
Kaizen Financial Strategies
California
$614K
NRI
1916
NFP Retirement Inc
California
$614K
OLA
1917
Oliver Luxxe Assets
New Jersey
$614K
CSPIA
1918
Cary Street Partners Investment Advisory
Virginia
$612K
TW
1919
Tempo Wealth
Ohio
$610K
AWA
1920
Acorn Wealth Advisors
Michigan
$608K
BMWM
1921
Brown Miller Wealth Management
Virginia
$607K
TWP
1922
Tyche Wealth Partners
Texas
$605K
HWA
1923
HCR Wealth Advisors
California
$604K
PE
1924
PCM Encore
Colorado
$604K
TC
1925
Trilogy Capital
California
$603K