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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
CPA
2026
Capital Performance Advisors
California
$522K
SDAM
2027
Shulman DeMeo Asset Management
New York
$522K
CMP
2028
Coston McIsaac & Partners
Maine
$522K
LSA
2029
Lansing Street Advisors
Pennsylvania
$522K
NB
2030
Northwest Bancshares
Pennsylvania
$521K
EC
2031
EntryPoint Capital
New York
$520K
BFC
2032
Blue Fin Capital
Rhode Island
$519K
CFG
2033
Carter Financial Group
Illinois
$519K
GA
2034
Greenspring Advisors
Maryland
$518K
WCA
2035
Westover Capital Advisors
Delaware
$518K
JWBC
2036
J.W. Burns & Co
New York
$518K
EM
2037
ELCO Management
New York
$518K
GWP
2038
Gateway Wealth Partners
Wisconsin
$518K
TNAM
2039
Terra Nova Asset Management
New York
$517K
APWA
2040
Atlas Private Wealth Advisors
New Jersey
$516K
WPW
2041
Waldron Private Wealth
Pennsylvania
$515K
RMDI
2042
R.M. Davis Inc
Maine
$515K
LC
2043
LCNB Corp
Ohio
$515K
BPW
2044
BlueDoor Private Wealth
Massachusetts
$515K
WTB
2045
Washington Trust Bank
Washington
$514K
SEA
2046
Stegent Equity Advisors
Texas
$513K
PMSA
2047
Patrick M. Sweeney & Associates
Illinois
$512K
FOA
2048
Five Oceans Advisors
California
$512K
HAS
2049
HBW Advisory Services
California
$510K
PCP
2050
Proficio Capital Partners
Massachusetts
$510K