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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
KP
2151
Kitching Partners
Pennsylvania
$441K
AWA
2152
AGH Wealth Advisors
Kansas
$440K
AP
2153
Anchyra Partners
Georgia
$439K
CS
2154
Capital Square
Tennessee
$437K
MW
2155
Maia Wealth
Colorado
$437K
MIC
2156
Means Investment Company
Maine
$437K
MIM
2157
Montgomery Investment Management
Maryland
$435K
VFA
2158
Voya Financial Advisors
Connecticut
$434K
CF
2159
Claris Financial
Virginia
$433K
CA
2160
Claro Advisors
Massachusetts
$432K
SIC
2161
Samalin Investment Counsel
New York
$431K
BCM
2162
Berbice Capital Management
New York
$431K
EWA
2163
Encompass Wealth Advisors
Oregon
$430K
AWA
2164
Alta Wealth Advisors
Massachusetts
$427K
VCP
2165
Vista Capital Partners
Oregon
$426K
EGA
2166
E&G Advisors
Texas
$426K
YDMI
2167
Y.D. More Investments
Israel
$425K
APW
2168
Aurora Private Wealth
New Jersey
$425K
NWM
2169
Northwest Wealth Management
Iowa
$425K
LSWP
2170
Liberty Square Wealth Partners
Pennsylvania
$423K
BBES
2171
Buffalo Business & Estate Services
New York
$423K
AA
2172
Acorns Advisers
California
$422K
EFG
2173
Ehrlich Financial Group
California
$421K
SSWM
2174
Strait & Sound Wealth Management
California
$421K
AWAU
2175
Alliance Wealth Advisors (Utah)
Utah
$420K