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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
CTA
2201
Colonial Trust Advisors
South Carolina
$417K
TWP
2202
Triad Wealth Partners
Kansas
$416K
MFPI
2203
Midwest Financial Partners Investments
Minnesota
$415K
EV
2204
EJMK Ventures
Illinois
$414K
SFGP
2205
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$414K
PPWM
2206
PFG Private Wealth Management
Florida
$413K
ML
2207
Mayport LLC
Massachusetts
$412K
BWM
2208
Baron Wealth Management
Michigan
$410K
UWP
2209
Uniting Wealth Partners
Kansas
$410K
CL
2210
COWA LLC
Oklahoma
$409K
GAM
2211
Groupama Asset Management
France
$408K
TA
2212
TruWealth Advisors
Louisiana
$408K
PCA
2213
Providence Capital Advisors
North Carolina
$408K
AA
2214
ABC Arbitrage
France
$408K
APW
2215
Acima Private Wealth
Virginia
$407K
ODIJL
2216
One Day In July LLC
Vermont
$407K
BFG
2217
Bouchey Financial Group
New York
$406K
KWA
2218
Kellett Wealth Advisors
Ohio
$406K
NAMNJ
2219
NorthStar Asset Management (New Jersey)
New Jersey
$405K
PA
2220
Planning Alternatives
Michigan
$403K
HC
2221
Hendley & Co
Ohio
$403K
GWM
2222
Greenwich Wealth Management
Connecticut
$403K
KIG
2223
Kessler Investment Group
Indiana
$403K
TWA
2224
Tulsa Wealth Advisors
Oklahoma
$403K
RAM
2225
Redmond Asset Management
Virginia
$403K