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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
AAS
1976
Annex Advisory Services
Wisconsin
$559K
JIP
1977
Jaffetilchin Investment Partners
Florida
$558K
WCFA
1978
Walkner Condon Financial Advisors
Wisconsin
$557K
MPIA
1979
Mountain Pacific Investment Advisers
Idaho
$557K
WAM
1980
Walker Asset Management
Missouri
$557K
PCM
1981
Princeton Capital Management
New Jersey
$556K
PAS
1982
Professional Advisory Services
Florida
$555K
HP
1983
Holowesko Partners
Bahamas
$555K
BI
1984
Bramshill Investments
Florida
$555K
WA1
1985
Wimmer Associates 1
California
$555K
AAIM
1986
Asset Advisors Investment Management
Georgia
$555K
PIP
1987
Peachtree Investment Partners
Florida
$554K
CIA
1988
Compass Ion Advisors
Pennsylvania
$553K
AWA
1989
Amplius Wealth Advisors
Pennsylvania
$552K
RWPA
1990
Richard W. Paul & Associates
Michigan
$551K
SWR
1991
Spahn Wealth & Retirement
Arizona
$550K
KOC
1992
Koss-Olinger Consulting
Florida
$550K
SCA
1993
Sandy Cove Advisors
Massachusetts
$550K
DWM
1994
Drive Wealth Management
Utah
$548K
AA
1995
Aire Advisors
California
$548K
FBFS
1996
First Business Financial Services
Wisconsin
$545K
SOW
1997
State of Wyoming
Wyoming
$544K
HFS
1998
Heritage Financial Services
Massachusetts
$543K
RIA
1999
Regal Investment Advisors
Michigan
$543K
CCM
2000
Crew Capital Management
Ohio
$540K