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American Express

3,025 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 422 funds opening new positions, 1,059 increasing their positions, 1,123 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:

1.53% more ownership

Funds ownership: 83.69%85.23% (+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: 1,059 | Existing positions reduced: 1,123

Holders
3,025
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
107
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
CAM
2151
Claret Asset Management
Quebec, Canada
$456K
ECA
2152
Elevated Capital Advisors
Utah
$454K
Bank Julius Baer & Co
2153
Bank Julius Baer & Co
Switzerland
$454K
FCM
2154
Firestone Capital Management
Florida
$453K
RSVP
2155
Ramsay Stattman Vela & Price
Colorado
$453K
CSB
2156
City State Bank
Iowa
$452K
OFG
2157
Omega Financial Group
California
$451K
WQ
2158
Wealth Quarterback
New Jersey
$450K
AMG
2159
Advisors Management Group
Wisconsin
$449K
PGAM
2160
Princeton Global Asset Management
New Jersey
$447K
SMWM
2161
Silvia McColl Wealth Management
California
$447K
APG
2162
Abacus Planning Group
South Carolina
$447K
JF
2163
Joule Financial
Kentucky
$445K
HWA
2164
HHM Wealth Advisors
Tennessee
$444K
SSA
2165
Shepherd Street Advisors
California
$444K
IC
2166
Inscription Capital
Texas
$443K
DOA
2167
D'Orazio & Associates
Virginia
$443K
BWM
2168
Birchcreek Wealth Management
Ohio
$442K
MF
2169
Manchester Financial
California
$442K
WSA
2170
Wealth Science Advisors
Georgia
$441K
KP
2171
Kitching Partners
Pennsylvania
$441K
AWA
2172
AGH Wealth Advisors
Kansas
$440K
AP
2173
Anchyra Partners
Georgia
$439K
CS
2174
Capital Square
Tennessee
$437K
MW
2175
Maia Wealth
Colorado
$437K