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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
KFA
2076
Kapstone Financial Advisors
Ohio
$482K
SN
2077
Sittner & Nelson
Oregon
$482K
LWIC
2078
Leith Wheeler Investment Counsel
British Columbia, Canada
$481K
WDC
2079
Woodward Diversified Capital
California
$481K
VWM
2080
Vigilare Wealth Management
Arizona
$478K
WG
2081
Wealth Group
North Carolina
$476K
OPA
2082
Old Port Advisors
Maine
$475K
SAA
2083
Southeast Asset Advisors
Georgia
$475K
FB
2084
First Bancorp
Maine
$474K
MHR
2085
Matthew Hamilton Rosenberg
$473K
4WM
2086
4J Wealth Management
Virginia
$473K
NEWAS
2087
N.E.W. Advisory Services
Wisconsin
$473K
PIN
2088
Prudent Investors Network
California
$472K
TIM
2089
Tortoise Investment Management
New York
$471K
LOWM
2090
Laurel Oak Wealth Management
New Jersey
$471K
GAMC
2091
Garner Asset Management Corp
Texas
$470K
EPP
2092
ETF Portfolio Partners
Kansas
$469K
HW
2093
HORAN Wealth
Ohio
$469K
VW
2094
Vantus Wealth
Pennsylvania
$469K
MCM
2095
Mainstream Capital Management
California
$468K
SAM
2096
Summit Asset Management
Tennessee
$468K
FA
2097
Fagan Associates
New York
$468K
NA
2098
Navellier & Associates
Nevada
$467K
1WM
2099
1900 Wealth Management
Texas
$466K
MBTD
2100
Mechanics Bank - Trust Department
California
$466K