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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
ACI
2126
Alpha Cubed Investments
California
$458K
MSCM
2127
McElhenny Sheffield Capital Management
Texas
$457K
IIA
2128
IPG Investment Advisors
California
$457K
GRWP
2129
Green Ridge Wealth Planning
New Jersey
$456K
RA
2130
Ruggaard & Associates
Ohio
$456K
CAM
2131
Claret Asset Management
Quebec, Canada
$456K
ECA
2132
Elevated Capital Advisors
Utah
$454K
Bank Julius Baer & Co
2133
Bank Julius Baer & Co
Switzerland
$454K
RSVP
2134
Ramsay Stattman Vela & Price
Colorado
$453K
FCM
2135
Firestone Capital Management
Florida
$453K
CSB
2136
City State Bank
Iowa
$452K
OFG
2137
Omega Financial Group
California
$451K
WQ
2138
Wealth Quarterback
New Jersey
$450K
AMG
2139
Advisors Management Group
Wisconsin
$449K
PGAM
2140
Princeton Global Asset Management
New Jersey
$447K
SMWM
2141
Silvia McColl Wealth Management
California
$447K
APG
2142
Abacus Planning Group
South Carolina
$447K
JF
2143
Joule Financial
Kentucky
$445K
HWA
2144
HHM Wealth Advisors
Tennessee
$444K
SSA
2145
Shepherd Street Advisors
California
$444K
IC
2146
Inscription Capital
Texas
$443K
DOA
2147
D'Orazio & Associates
Virginia
$443K
BWM
2148
Birchcreek Wealth Management
Ohio
$442K
MF
2149
Manchester Financial
California
$442K
WSA
2150
Wealth Science Advisors
Georgia
$441K