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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
Acadian Asset Management
2001
Acadian Asset Management
Massachusetts
$540K
NA
2002
Nautilus Advisors
California
$540K
RWP
2003
Revolve Wealth Partners
New Jersey
$540K
OFO
2004
OneAscent Family Office
Alabama
$539K
HFS
2005
Howard Financial Services
Texas
$539K
IA
2006
Invested Advisors
Pennsylvania
$538K
AWP
2007
Accretive Wealth Partners
New Jersey
$538K
CUAMC
2008
China Universal Asset Management Company
China
$537K
AWM
2009
Activest Wealth Management
Florida
$536K
FDDB
2010
Fidelity D&D Bancorp
Pennsylvania
$536K
BSSFA
2011
Baron Silver Stevens Financial Advisors
Florida
$535K
ECAM
2012
East Coast Asset Management
Massachusetts
$533K
6F
2013
626 Financial
Michigan
$529K
PB
2014
Prosperity Bancshares
Texas
$529K
EWA
2015
Exencial Wealth Advisors
Oklahoma
$529K
HWA
2016
Heritage Wealth Advisors
Virginia
$528K
MIM
2017
Merrion Investment Management
New Jersey
$524K
FWM
2018
Forza Wealth Management
Florida
$524K
CPA
2019
Capital Performance Advisors
California
$522K
SDAM
2020
Shulman DeMeo Asset Management
New York
$522K
CMP
2021
Coston McIsaac & Partners
Maine
$522K
LSA
2022
Lansing Street Advisors
Pennsylvania
$522K
NB
2023
Northwest Bancshares
Pennsylvania
$521K
EC
2024
EntryPoint Capital
New York
$520K
BFC
2025
Blue Fin Capital
Rhode Island
$519K