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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
VW
2101
Vantus Wealth
Pennsylvania
$469K
MCM
2102
Mainstream Capital Management
California
$468K
SAM
2103
Summit Asset Management
Tennessee
$468K
FA
2104
Fagan Associates
New York
$468K
NA
2105
Navellier & Associates
Nevada
$467K
1WM
2106
1900 Wealth Management
Texas
$466K
MBTD
2107
Mechanics Bank - Trust Department
California
$466K
CAAS
2108
Capital Asset Advisory Services
Michigan
$465K
BP
2109
BBR Partners
New York
$465K
SCM
2110
Sterneck Capital Management
Missouri
$465K
GFPC
2111
Global Financial Private Client
Florida
$465K
LW
2112
Libra Wealth
California
$464K
SCM
2113
Saba Capital Management
New York
$463K
MAG
2114
Mayfair Advisory Group
Alabama
$463K
PA
2115
ProCore Advisors
California
$462K
KFI
2116
Key Financial Inc
Pennsylvania
$461K
TLA
2117
Tanglewood Legacy Advisors
Texas
$461K
EA
2118
Everpar Advisors
Oklahoma
$461K
HPM
2119
Hoxton Planning & Management
West Virginia
$461K
OBGC
2120
O'Brien Greene & Co
Pennsylvania
$461K
ITG
2121
Index Technologies Group
New York
$460K
BOPW
2122
Brandywine Oak Private Wealth
Pennsylvania
$460K
RPWA
2123
Regent Peak Wealth Advisors
Georgia
$459K
BSAM
2124
Blue Square Asset Management
New York
$459K
GH
2125
GAM Holding
Switzerland
$458K