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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
NAMP
2051
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$499K
SFG
2052
Shum Financial Group
California
$499K
1CP
2053
17 Capital Partners
Arizona
$497K
SCM
2054
Schnieders Capital Management
California
$497K
FGWP
2055
Founders Grove Wealth Partners
Virginia
$495K
BEW
2056
Burton Enright Welch
California
$495K
SPA
2057
Sherbrooke Park Advisers
New York
$495K
TCOTS
2058
Trust Company of the South
North Carolina
$494K
MBC
2059
Michael Brady & Co
Ohio
$494K
HFRG
2060
Houlihan Financial Resource Group
Virginia
$494K
NFG
2061
Nadler Financial Group
Illinois
$493K
FFIC
2062
First Fiduciary Investment Counsel
Ohio
$493K
WP
2063
WealthShield Partners
North Carolina
$492K
CFO
2064
CVA Family Office
Colorado
$492K
WAG
2065
Winthrop Advisory Group
Massachusetts
$491K
EWS
2066
Evergreen Wealth Solutions
Pennsylvania
$491K
OIS
2067
OneAscent Investment Solutions
Alabama
$489K
SHJ
2068
Sharkey, Howes & Javer
Colorado
$488K
T
2069
TrustBank
Illinois
$488K
CAL
2070
Capital Advisors Ltd
Ohio
$488K
NDBT
2071
North Dallas Bank & Trust
Texas
$488K
SWA
2072
SFMG Wealth Advisors
Texas
$487K
BCM
2073
BTC Capital Management
Iowa
$485K
Capstone Investment Advisors
2074
Capstone Investment Advisors
New York
$483K
AFT
2075
Alpha Family Trust
California
$483K