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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
WEG
2226
World Equity Group
Illinois
$403K
CIP
2227
Convergence Investment Partners
Florida
$402K
APA
2228
Astoria Portfolio Advisors
New York
$402K
MC
2229
Middleton & Co
Massachusetts
$401K
BWA
2230
Bestgate Wealth Advisors
Maryland
$401K
BDF
2231
Black Diamond Financial
Maryland
$401K
CFS
2232
CRA Financial Services
New Jersey
$401K
BPCE
2233
Bank Pictet & Cie (Europe)
Germany
$401K
BIA
2234
Barry Investment Advisors
Massachusetts
$400K
GIA
2235
Guyasuta Investment Advisors
Pennsylvania
$398K
VCM
2236
Vivaldi Capital Management
Illinois
$398K
PWP
2237
Perfromance Wealth Partners
Illinois
$398K
ISWM
2238
Independent Solutions Wealth Management
New York
$398K
PCMC
2239
Paragon Capital Management (Colorado)
Colorado
$397K
OC
2240
Opinicus Capital
Florida
$397K
FPB
2241
First PREMIER Bank
South Dakota
$397K
SPAS
2242
Spectrum Planning & Advisory Services
California
$397K
AWM
2243
Accel Wealth Management
Iowa
$396K
SFP
2244
Shepherd Financial Partners
Massachusetts
$395K
SAM
2245
Simplify Asset Management
Nevada
$392K
EDRH
2246
Edmond de Rothschild Holding
Switzerland
$391K
BWP
2247
Burling Wealth Partners
Illinois
$390K
WFAG
2248
Worth Financial Advisory Group
North Carolina
$389K
OFW
2249
Omnia Family Wealth
Florida
$389K
NBWM
2250
North Berkeley Wealth Management
California
$388K