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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
CAG
2051
Centerpoint Advisory Group
Kansas
$505K
FFBTD
2052
First Financial Bank - Trust Division
Ohio
$504K
AAG
2053
Armstrong Advisory Group
Massachusetts
$502K
WI
2054
WrapManager Inc
California
$502K
LPT
2055
Legacy Private Trust
Wisconsin
$501K
5NPW
2056
55 North Private Wealth
Florida
$501K
JJBC
2057
James J. Burns & Company
New York
$500K
NAMP
2058
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$499K
SFG
2059
Shum Financial Group
California
$499K
1CP
2060
17 Capital Partners
Arizona
$497K
SCM
2061
Schnieders Capital Management
California
$497K
FGWP
2062
Founders Grove Wealth Partners
Virginia
$495K
BEW
2063
Burton Enright Welch
California
$495K
SPA
2064
Sherbrooke Park Advisers
New York
$495K
TCOTS
2065
Trust Company of the South
North Carolina
$494K
MBC
2066
Michael Brady & Co
Ohio
$494K
HFRG
2067
Houlihan Financial Resource Group
Virginia
$494K
NFG
2068
Nadler Financial Group
Illinois
$493K
FFIC
2069
First Fiduciary Investment Counsel
Ohio
$493K
WP
2070
WealthShield Partners
North Carolina
$492K
CFO
2071
CVA Family Office
Colorado
$492K
WAG
2072
Winthrop Advisory Group
Massachusetts
$491K
EWS
2073
Evergreen Wealth Solutions
Pennsylvania
$491K
OIS
2074
OneAscent Investment Solutions
Alabama
$489K
SHJ
2075
Sharkey, Howes & Javer
Colorado
$488K