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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
CA
1926
CSM Advisors
Pennsylvania
$603K
HWMO
1927
Heritage Wealth Management (Ohio)
Ohio
$603K
FM
1928
Foster & Motley
Ohio
$602K
FWIA
1929
Fort Washington Investment Advisors
Ohio
$602K
CHC
1930
City Holding Co
West Virginia
$602K
RIM
1931
Rockbridge Investment Management
New York
$601K
SAM
1932
Strategy Asset Managers
California
$601K
PWS
1933
Peterson Wealth Services
Utah
$599K
SWM
1934
Silverlake Wealth Management
Vermont
$598K
OL
1935
OneFund LLC
Florida
$598K
KWM
1936
Keebeck Wealth Management
Illinois
$598K
CPIA
1937
Cornell Pochily Investment Advisors
New York
$597K
A
1938
AlphaQuest
New York
$596K
CWM
1939
Centric Wealth Management
Illinois
$596K
FFA
1940
Fragasso Financial Advisors
Pennsylvania
$594K
PAM
1941
Paradigm Asset Management
New York
$592K
KPWG
1942
KFA Private Wealth Group
Virginia
$591K
ESC
1943
Eurizon SLJ Capital
$591K
ACM
1944
Allred Capital Management
Texas
$590K
CPC
1945
Consolidated Planning Corp
Georgia
$587K
LCM
1946
Logan Capital Management
Pennsylvania
$587K
RWP
1947
Ridgecrest Wealth Partners
California
$584K
WCM
1948
Windsor Capital Management
Arizona
$583K
FAL
1949
Focused Alpha LLC
Colorado
$582K
CAM
1950
CPA Asset Management
Florida
$582K