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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
BWP
2226
Burling Wealth Partners
Illinois
$390K
WFAG
2227
Worth Financial Advisory Group
North Carolina
$389K
OFW
2228
Omnia Family Wealth
Florida
$389K
NBWM
2229
North Berkeley Wealth Management
California
$388K
TL
2230
Tradewinds LLC
North Carolina
$388K
PCM
2231
Park Capital Management
Wisconsin
$387K
GGI
2232
Godsey & Gibb Inc
Virginia
$387K
NQWM
2233
Northwest Quadrant Wealth Management
Oregon
$387K
RBC
2234
Roble Belko & Company
Pennsylvania
$385K
BWM
2235
BCS Wealth Management
Tennessee
$384K
AA
2236
Alesco Advisors
New York
$382K
AFM
2237
Aspetuck Financial Management
Connecticut
$381K
SW
2238
Solidarity Wealth
Utah
$380K
SAM
2239
Stembrook Asset Management
New Jersey
$380K
VC
2240
Veery Capital
Delaware
$377K
CA
2241
Cornerstone Advisory
Maryland
$376K
MAWCM
2242
Mine & Arao Wealth Creation & Management
California
$376K
WMP
2243
Wealth Management Partners
Arizona
$375K
AGWCA
2244
Annis Gardner Whiting Capital Advisors
Florida
$375K
BWM
2245
Buckley Wealth Management
Nevada
$375K
TPA
2246
Trivium Point Advisory
Connecticut
$375K
BA
2247
Bellwether Advisors
Nebraska
$373K
AWAG
2248
ARS Wealth Advisors Group
Florida
$373K
FAM
2249
Formidable Asset Management
Ohio
$373K
HIIFS
2250
Harel Insurance Investments & Financial Services
Israel
$373K