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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
CG
2176
Clifford Group
Massachusetts
$420K
HI
2177
Hudock Inc
Pennsylvania
$418K
PCWA
2178
Pacific Capital Wealth Advisors
California
$418K
UFA
2179
Uptown Financial Advisors
Texas
$417K
CTA
2180
Colonial Trust Advisors
South Carolina
$417K
TWP
2181
Triad Wealth Partners
Kansas
$416K
MFPI
2182
Midwest Financial Partners Investments
Minnesota
$415K
EV
2183
EJMK Ventures
Illinois
$414K
SFGP
2184
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$414K
PPWM
2185
PFG Private Wealth Management
Florida
$413K
ML
2186
Mayport LLC
Massachusetts
$412K
BWM
2187
Baron Wealth Management
Michigan
$410K
UWP
2188
Uniting Wealth Partners
Kansas
$410K
CL
2189
COWA LLC
Oklahoma
$409K
GAM
2190
Groupama Asset Management
France
$408K
TA
2191
TruWealth Advisors
Louisiana
$408K
PCA
2192
Providence Capital Advisors
North Carolina
$408K
AA
2193
ABC Arbitrage
France
$408K
APW
2194
Acima Private Wealth
Virginia
$407K
ODIJL
2195
One Day In July LLC
Vermont
$407K
BFG
2196
Bouchey Financial Group
New York
$406K
KWA
2197
Kellett Wealth Advisors
Ohio
$406K
NAMNJ
2198
NorthStar Asset Management (New Jersey)
New Jersey
$405K
PA
2199
Planning Alternatives
Michigan
$403K
HC
2200
Hendley & Co
Ohio
$403K