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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
PWS
1926
Peterson Wealth Services
Utah
$599K
SWM
1927
Silverlake Wealth Management
Vermont
$598K
OL
1928
OneFund LLC
Florida
$598K
KWM
1929
Keebeck Wealth Management
Illinois
$598K
CPIA
1930
Cornell Pochily Investment Advisors
New York
$597K
A
1931
AlphaQuest
New York
$596K
CWM
1932
Centric Wealth Management
Illinois
$596K
FFA
1933
Fragasso Financial Advisors
Pennsylvania
$594K
PAM
1934
Paradigm Asset Management
New York
$592K
KPWG
1935
KFA Private Wealth Group
Virginia
$591K
ESC
1936
Eurizon SLJ Capital
$591K
ACM
1937
Allred Capital Management
Texas
$590K
CPC
1938
Consolidated Planning Corp
Georgia
$587K
LCM
1939
Logan Capital Management
Pennsylvania
$587K
RWP
1940
Ridgecrest Wealth Partners
California
$584K
WCM
1941
Windsor Capital Management
Arizona
$583K
FAL
1942
Focused Alpha LLC
Colorado
$582K
CAM
1943
CPA Asset Management
Florida
$582K
FCM
1944
Fairbanks Capital Management
California
$581K
APIM
1945
Agate Pass Investment Management
Washington
$581K
HWP
1946
Hibernia Wealth Partners
Louisiana
$579K
ICP
1947
Impact Capital Partners
Colorado
$579K
MWM
1948
MinichMacGregor Wealth Management
New York
$578K
BAM
1949
Blueshift Asset Management
New Jersey
$577K
VCM
1950
Versant Capital Management
Arizona
$577K