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American Express

2,978 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 395 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
2,978
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
GJIA
2251
Glass Jacobson Investment Advisors
Maryland
$370K
ACM
2252
Aurdan Capital Management
Pennsylvania
$370K
FWA
2253
Flagship Wealth Advisors
Massachusetts
$368K
FBT
2254
First Bankers Trust
Kentucky
$367K
HWA
2255
Heartwood Wealth Advisors
Virginia
$367K
EFG
2256
Ethos Financial Group
Pennsylvania
$367K
FFA
2257
Fi3 Financial Advisors
Indiana
$366K
AIA
2258
Allied Investment Advisors
Montana
$366K
CAWM
2259
Capital Advisors Wealth Management
Washington
$365K
THL
2260
Tillman Hartley LLC
Colorado
$364K
CCG
2261
Catalina Capital Group
California
$364K
CIAS
2262
CFS Investment Advisory Services
New Jersey
$364K
CAM
2263
Clark Asset Management
New Hampshire
$363K
MC
2264
Marest Capital
California
$363K
NF
2265
NavPoint Financial
Minnesota
$363K
ATI
2266
Act Two Investors
California
$362K
SHGA
2267
Sand Hill Global Advisors
California
$361K
NFP
2268
Narus Financial Partners
Utah
$361K
AGA
2269
Arkos Global Advisors
Texas
$361K
RFM
2270
Royal Fund Management
Florida
$361K
LI
2271
Lafayette Investments
Maryland
$360K
EWM
2272
EPG Wealth Management
Georgia
$360K
GPA
2273
Garrison Point Advisors
California
$359K
VIP
2274
Vista Investment Partners
Oklahoma
$359K
MCM
2275
Monument Capital Management
Virginia
$358K