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American Express

2,980 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 397 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
2,980
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
GGI
2226
Godsey & Gibb Inc
Virginia
$387K
NQWM
2227
Northwest Quadrant Wealth Management
Oregon
$387K
RBC
2228
Roble Belko & Company
Pennsylvania
$385K
BWM
2229
BCS Wealth Management
Tennessee
$384K
AA
2230
Alesco Advisors
New York
$382K
AFM
2231
Aspetuck Financial Management
Connecticut
$381K
SW
2232
Solidarity Wealth
Utah
$380K
SAM
2233
Stembrook Asset Management
New Jersey
$380K
VC
2234
Veery Capital
Delaware
$377K
CA
2235
Cornerstone Advisory
Maryland
$376K
MAWCM
2236
Mine & Arao Wealth Creation & Management
California
$376K
WMP
2237
Wealth Management Partners
Arizona
$375K
AGWCA
2238
Annis Gardner Whiting Capital Advisors
Florida
$375K
BWM
2239
Buckley Wealth Management
Nevada
$375K
TPA
2240
Trivium Point Advisory
Connecticut
$375K
BA
2241
Bellwether Advisors
Nebraska
$373K
AWAG
2242
ARS Wealth Advisors Group
Florida
$373K
FAM
2243
Formidable Asset Management
Ohio
$373K
HIIFS
2244
Harel Insurance Investments & Financial Services
Israel
$373K
AFW
2245
Avantra Family Wealth
Pennsylvania
$372K
RAM
2246
Reflection Asset Management
South Carolina
$371K
VIM
2247
Vista Investment Management
Pennsylvania
$371K
MIM
2248
Meridiem Investment Management
United Kingdom
$370K
Cohen & Steers
2249
Cohen & Steers
New York
$370K
PWAM
2250
Pinnacle West Asset Management
Wyoming
$370K