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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
GI
1951
Gradient Investments
Minnesota
$576K
LI
1952
LMCG Investments
Massachusetts
$576K
NC
1953
North Capital
Utah
$575K
FBC
1954
Fairfield, Bush & Co
Connecticut
$575K
SIM
1955
Sentry Investment Management
Wisconsin
$575K
PWA
1956
Physician Wealth Advisors
Utah
$575K
GIPW
1957
Granite Islands Private Wealth
Connecticut
$575K
BCFD
1958
Boit C.F. David
$573K
CWA
1959
Crusonia Wealth Advisors
Colorado
$572K
BIM
1960
Barton Investment Management
Pennsylvania
$571K
ACM
1961
Aster Capital Management
United Arab Emirates
$570K
AWM
1962
Austin Wealth Management
Texas
$570K
DAM
1963
Delta Asset Management
Tennessee
$569K
BMWS
1964
Brady Martz Wealth Solutions
North Dakota
$568K
TFA
1965
Toth Financial Advisory
Virginia
$568K
FF
1966
Francis Financial
$566K
EGM
1967
Engineers Gate Manager
New York
$566K
R
1968
Rebalance
California
$564K
OCM
1969
Osterweis Capital Management
California
$564K
IRC
1970
Investors Research Corp
Georgia
$564K
WA
1971
Wealthstar Advisors
Texas
$563K
PCM
1972
Polymer Capital Management
New York
$562K
OC
1973
Optima Capital
Oregon
$561K
MCM
1974
MV Capital Management
Maryland
$560K
VC
1975
Vicus Capital
Pennsylvania
$559K