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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
CFG
2026
Carter Financial Group
Illinois
$519K
GA
2027
Greenspring Advisors
Maryland
$518K
WCA
2028
Westover Capital Advisors
Delaware
$518K
JWBC
2029
J.W. Burns & Co
New York
$518K
EM
2030
ELCO Management
New York
$518K
GWP
2031
Gateway Wealth Partners
Wisconsin
$518K
TNAM
2032
Terra Nova Asset Management
New York
$517K
APWA
2033
Atlas Private Wealth Advisors
New Jersey
$516K
WPW
2034
Waldron Private Wealth
Pennsylvania
$515K
RMDI
2035
R.M. Davis Inc
Maine
$515K
LC
2036
LCNB Corp
Ohio
$515K
BPW
2037
BlueDoor Private Wealth
Massachusetts
$515K
WTB
2038
Washington Trust Bank
Washington
$514K
SEA
2039
Stegent Equity Advisors
Texas
$513K
PMSA
2040
Patrick M. Sweeney & Associates
Illinois
$512K
FOA
2041
Five Oceans Advisors
California
$512K
HAS
2042
HBW Advisory Services
California
$510K
PCP
2043
Proficio Capital Partners
Massachusetts
$510K
CAG
2044
Centerpoint Advisory Group
Kansas
$505K
FFBTD
2045
First Financial Bank - Trust Division
Ohio
$504K
AAG
2046
Armstrong Advisory Group
Massachusetts
$502K
WI
2047
WrapManager Inc
California
$502K
LPT
2048
Legacy Private Trust
Wisconsin
$501K
5NPW
2049
55 North Private Wealth
Florida
$501K
JJBC
2050
James J. Burns & Company
New York
$500K