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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
FCM
1951
Fairbanks Capital Management
California
$581K
APIM
1952
Agate Pass Investment Management
Washington
$581K
HWP
1953
Hibernia Wealth Partners
Louisiana
$579K
ICP
1954
Impact Capital Partners
Colorado
$579K
MWM
1955
MinichMacGregor Wealth Management
New York
$578K
BAM
1956
Blueshift Asset Management
New Jersey
$577K
VCM
1957
Versant Capital Management
Arizona
$577K
GI
1958
Gradient Investments
Minnesota
$576K
LI
1959
LMCG Investments
Massachusetts
$576K
NC
1960
North Capital
Utah
$575K
FBC
1961
Fairfield, Bush & Co
Connecticut
$575K
SIM
1962
Sentry Investment Management
Wisconsin
$575K
PWA
1963
Physician Wealth Advisors
Utah
$575K
GIPW
1964
Granite Islands Private Wealth
Connecticut
$575K
BCFD
1965
Boit C.F. David
$573K
CWA
1966
Crusonia Wealth Advisors
Colorado
$572K
BIM
1967
Barton Investment Management
Pennsylvania
$571K
ACM
1968
Aster Capital Management
United Arab Emirates
$570K
AWM
1969
Austin Wealth Management
Texas
$570K
DAM
1970
Delta Asset Management
Tennessee
$569K
BMWS
1971
Brady Martz Wealth Solutions
North Dakota
$568K
TFA
1972
Toth Financial Advisory
Virginia
$568K
FF
1973
Francis Financial
$566K
EGM
1974
Engineers Gate Manager
New York
$566K
R
1975
Rebalance
California
$564K