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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
AFW
2251
Avantra Family Wealth
Pennsylvania
$372K
RAM
2252
Reflection Asset Management
South Carolina
$371K
VIM
2253
Vista Investment Management
Pennsylvania
$371K
MIM
2254
Meridiem Investment Management
United Kingdom
$370K
Cohen & Steers
2255
Cohen & Steers
New York
$370K
PWAM
2256
Pinnacle West Asset Management
Wyoming
$370K
SC
2257
Sierra Capital
Florida
$370K
CIA
2258
Caerus Investment Advisors
Texas
$370K
GJIA
2259
Glass Jacobson Investment Advisors
Maryland
$370K
ACM
2260
Aurdan Capital Management
Pennsylvania
$370K
FWA
2261
Flagship Wealth Advisors
Massachusetts
$368K
FBT
2262
First Bankers Trust
Kentucky
$367K
HWA
2263
Heartwood Wealth Advisors
Virginia
$367K
EFG
2264
Ethos Financial Group
Pennsylvania
$367K
FFA
2265
Fi3 Financial Advisors
Indiana
$366K
AIA
2266
Allied Investment Advisors
Montana
$366K
CAWM
2267
Capital Advisors Wealth Management
Washington
$365K
THL
2268
Tillman Hartley LLC
Colorado
$364K
CCG
2269
Catalina Capital Group
California
$364K
CIAS
2270
CFS Investment Advisory Services
New Jersey
$364K
CAM
2271
Clark Asset Management
New Hampshire
$363K
MC
2272
Marest Capital
California
$363K
NF
2273
NavPoint Financial
Minnesota
$363K
ATI
2274
Act Two Investors
California
$362K
SHGA
2275
Sand Hill Global Advisors
California
$361K