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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
GWM
2201
Greenwich Wealth Management
Connecticut
$403K
KIG
2202
Kessler Investment Group
Indiana
$403K
TWA
2203
Tulsa Wealth Advisors
Oklahoma
$403K
RAM
2204
Redmond Asset Management
Virginia
$403K
WEG
2205
World Equity Group
Illinois
$403K
CIP
2206
Convergence Investment Partners
Florida
$402K
APA
2207
Astoria Portfolio Advisors
New York
$402K
MC
2208
Middleton & Co
Massachusetts
$401K
BDF
2209
Black Diamond Financial
Maryland
$401K
BWA
2210
Bestgate Wealth Advisors
Maryland
$401K
CFS
2211
CRA Financial Services
New Jersey
$401K
BPCE
2212
Bank Pictet & Cie (Europe)
Germany
$401K
BIA
2213
Barry Investment Advisors
Massachusetts
$400K
GIA
2214
Guyasuta Investment Advisors
Pennsylvania
$398K
VCM
2215
Vivaldi Capital Management
Illinois
$398K
PWP
2216
Perfromance Wealth Partners
Illinois
$398K
ISWM
2217
Independent Solutions Wealth Management
New York
$398K
PCMC
2218
Paragon Capital Management (Colorado)
Colorado
$397K
OC
2219
Opinicus Capital
Florida
$397K
FPB
2220
First PREMIER Bank
South Dakota
$397K
SPAS
2221
Spectrum Planning & Advisory Services
California
$397K
AWM
2222
Accel Wealth Management
Iowa
$396K
SFP
2223
Shepherd Financial Partners
Massachusetts
$395K
SAM
2224
Simplify Asset Management
Nevada
$392K
EDRH
2225
Edmond de Rothschild Holding
Switzerland
$391K