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American Express

2,979 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 396 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
2,979
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
Bank Julius Baer & Co
2126
Bank Julius Baer & Co
Switzerland
$454K
RSVP
2127
Ramsay Stattman Vela & Price
Colorado
$453K
FCM
2128
Firestone Capital Management
Florida
$453K
CSB
2129
City State Bank
Iowa
$452K
OFG
2130
Omega Financial Group
California
$451K
WQ
2131
Wealth Quarterback
New Jersey
$450K
AMG
2132
Advisors Management Group
Wisconsin
$449K
PGAM
2133
Princeton Global Asset Management
New Jersey
$447K
SMWM
2134
Silvia McColl Wealth Management
California
$447K
APG
2135
Abacus Planning Group
South Carolina
$447K
JF
2136
Joule Financial
Kentucky
$445K
HWA
2137
HHM Wealth Advisors
Tennessee
$444K
SSA
2138
Shepherd Street Advisors
California
$444K
IC
2139
Inscription Capital
Texas
$443K
DOA
2140
D'Orazio & Associates
Virginia
$443K
BWM
2141
Birchcreek Wealth Management
Ohio
$442K
MF
2142
Manchester Financial
California
$442K
WSA
2143
Wealth Science Advisors
Georgia
$441K
KP
2144
Kitching Partners
Pennsylvania
$441K
AWA
2145
AGH Wealth Advisors
Kansas
$440K
AP
2146
Anchyra Partners
Georgia
$439K
CS
2147
Capital Square
Tennessee
$437K
MW
2148
Maia Wealth
Colorado
$437K
MIC
2149
Means Investment Company
Maine
$437K
MIM
2150
Montgomery Investment Management
Maryland
$435K