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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
MC
2201
Middleton & Co
Massachusetts
$401K
BDF
2202
Black Diamond Financial
Maryland
$401K
BWA
2203
Bestgate Wealth Advisors
Maryland
$401K
CFS
2204
CRA Financial Services
New Jersey
$401K
BPCE
2205
Bank Pictet & Cie (Europe)
Germany
$401K
BIA
2206
Barry Investment Advisors
Massachusetts
$400K
GIA
2207
Guyasuta Investment Advisors
Pennsylvania
$398K
VCM
2208
Vivaldi Capital Management
Illinois
$398K
PWP
2209
Perfromance Wealth Partners
Illinois
$398K
ISWM
2210
Independent Solutions Wealth Management
New York
$398K
PCMC
2211
Paragon Capital Management (Colorado)
Colorado
$397K
OC
2212
Opinicus Capital
Florida
$397K
FPB
2213
First PREMIER Bank
South Dakota
$397K
SPAS
2214
Spectrum Planning & Advisory Services
California
$397K
AWM
2215
Accel Wealth Management
Iowa
$396K
SFP
2216
Shepherd Financial Partners
Massachusetts
$395K
SAM
2217
Simplify Asset Management
Nevada
$392K
EDRH
2218
Edmond de Rothschild Holding
Switzerland
$391K
BWP
2219
Burling Wealth Partners
Illinois
$390K
WFAG
2220
Worth Financial Advisory Group
North Carolina
$389K
OFW
2221
Omnia Family Wealth
Florida
$389K
NBWM
2222
North Berkeley Wealth Management
California
$388K
TL
2223
Tradewinds LLC
North Carolina
$388K
PCM
2224
Park Capital Management
Wisconsin
$387K
GGI
2225
Godsey & Gibb Inc
Virginia
$387K