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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
T
2076
TrustBank
Illinois
$488K
CAL
2077
Capital Advisors Ltd
Ohio
$488K
NDBT
2078
North Dallas Bank & Trust
Texas
$488K
SWA
2079
SFMG Wealth Advisors
Texas
$487K
BCM
2080
BTC Capital Management
Iowa
$485K
Capstone Investment Advisors
2081
Capstone Investment Advisors
New York
$483K
AFT
2082
Alpha Family Trust
California
$483K
KFA
2083
Kapstone Financial Advisors
Ohio
$482K
SN
2084
Sittner & Nelson
Oregon
$482K
LWIC
2085
Leith Wheeler Investment Counsel
British Columbia, Canada
$481K
WDC
2086
Woodward Diversified Capital
California
$481K
VWM
2087
Vigilare Wealth Management
Arizona
$478K
WG
2088
Wealth Group
North Carolina
$476K
OPA
2089
Old Port Advisors
Maine
$475K
SAA
2090
Southeast Asset Advisors
Georgia
$475K
FB
2091
First Bancorp
Maine
$474K
MHR
2092
Matthew Hamilton Rosenberg
$473K
4WM
2093
4J Wealth Management
Virginia
$473K
NEWAS
2094
N.E.W. Advisory Services
Wisconsin
$473K
PIN
2095
Prudent Investors Network
California
$472K
TIM
2096
Tortoise Investment Management
New York
$471K
LOWM
2097
Laurel Oak Wealth Management
New Jersey
$471K
GAMC
2098
Garner Asset Management Corp
Texas
$470K
EPP
2099
ETF Portfolio Partners
Kansas
$469K
HW
2100
HORAN Wealth
Ohio
$469K