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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
DWM
2001
Drive Wealth Management
Utah
$548K
AA
2002
Aire Advisors
California
$548K
FBFS
2003
First Business Financial Services
Wisconsin
$545K
SOW
2004
State of Wyoming
Wyoming
$544K
HFS
2005
Heritage Financial Services
Massachusetts
$543K
RIA
2006
Regal Investment Advisors
Michigan
$543K
CCM
2007
Crew Capital Management
Ohio
$540K
Acadian Asset Management
2008
Acadian Asset Management
Massachusetts
$540K
NA
2009
Nautilus Advisors
California
$540K
RWP
2010
Revolve Wealth Partners
New Jersey
$540K
OFO
2011
OneAscent Family Office
Alabama
$539K
HFS
2012
Howard Financial Services
Texas
$539K
IA
2013
Invested Advisors
Pennsylvania
$538K
AWP
2014
Accretive Wealth Partners
New Jersey
$538K
CUAMC
2015
China Universal Asset Management Company
China
$537K
AWM
2016
Activest Wealth Management
Florida
$536K
FDDB
2017
Fidelity D&D Bancorp
Pennsylvania
$536K
BSSFA
2018
Baron Silver Stevens Financial Advisors
Florida
$535K
ECAM
2019
East Coast Asset Management
Massachusetts
$533K
6F
2020
626 Financial
Michigan
$529K
PB
2021
Prosperity Bancshares
Texas
$529K
EWA
2022
Exencial Wealth Advisors
Oklahoma
$529K
HWA
2023
Heritage Wealth Advisors
Virginia
$528K
MIM
2024
Merrion Investment Management
New Jersey
$524K
FWM
2025
Forza Wealth Management
Florida
$524K