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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
VFA
2151
Voya Financial Advisors
Connecticut
$434K
CF
2152
Claris Financial
Virginia
$433K
CA
2153
Claro Advisors
Massachusetts
$432K
SIC
2154
Samalin Investment Counsel
New York
$431K
BCM
2155
Berbice Capital Management
New York
$431K
EWA
2156
Encompass Wealth Advisors
Oregon
$430K
AWA
2157
Alta Wealth Advisors
Massachusetts
$427K
VCP
2158
Vista Capital Partners
Oregon
$426K
EGA
2159
E&G Advisors
Texas
$426K
YDMI
2160
Y.D. More Investments
Israel
$425K
APW
2161
Aurora Private Wealth
New Jersey
$425K
NWM
2162
Northwest Wealth Management
Iowa
$425K
LSWP
2163
Liberty Square Wealth Partners
Pennsylvania
$423K
BBES
2164
Buffalo Business & Estate Services
New York
$423K
AA
2165
Acorns Advisers
California
$422K
EFG
2166
Ehrlich Financial Group
California
$421K
SSWM
2167
Strait & Sound Wealth Management
California
$421K
AWAU
2168
Alliance Wealth Advisors (Utah)
Utah
$420K
CG
2169
Clifford Group
Massachusetts
$420K
HI
2170
Hudock Inc
Pennsylvania
$418K
PCWA
2171
Pacific Capital Wealth Advisors
California
$418K
UFA
2172
Uptown Financial Advisors
Texas
$417K
CTA
2173
Colonial Trust Advisors
South Carolina
$417K
TWP
2174
Triad Wealth Partners
Kansas
$416K
MFPI
2175
Midwest Financial Partners Investments
Minnesota
$415K