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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
EVL
2176
EJMK Ventures LLC
Illinois
$414K
SFGP
2177
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$414K
PPWM
2178
PFG Private Wealth Management
Florida
$413K
ML
2179
Mayport LLC
Massachusetts
$412K
BWM
2180
Baron Wealth Management
Michigan
$410K
UWP
2181
Uniting Wealth Partners
Kansas
$410K
CL
2182
COWA LLC
Oklahoma
$409K
GAM
2183
Groupama Asset Management
France
$408K
TA
2184
TruWealth Advisors
Louisiana
$408K
PCA
2185
Providence Capital Advisors
North Carolina
$408K
AA
2186
ABC Arbitrage
France
$408K
APW
2187
Acima Private Wealth
Virginia
$407K
ODIJL
2188
One Day In July LLC
Vermont
$407K
BFG
2189
Bouchey Financial Group
New York
$406K
KWA
2190
Kellett Wealth Advisors
Ohio
$406K
NAMNJ
2191
NorthStar Asset Management (New Jersey)
New Jersey
$405K
PA
2192
Planning Alternatives
Michigan
$403K
HC
2193
Hendley & Co
Ohio
$403K
GWM
2194
Greenwich Wealth Management
Connecticut
$403K
KIG
2195
Kessler Investment Group
Indiana
$403K
TWAI
2196
Tulsa Wealth Advisors, INC
Oklahoma
$403K
RAM
2197
Redmond Asset Management
Virginia
$403K
WEG
2198
World Equity Group
Illinois
$403K
CIP
2199
Convergence Investment Partners
Florida
$402K
APA
2200
Astoria Portfolio Advisors
New York
$402K