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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
SSC
2276
Syverson Strege & Co
Iowa
$358K
CPWL
2277
Coquina Private Wealth LLC
Florida
$358K
SPWM
2278
Spartan Planning & Wealth Management
North Carolina
$358K
OWM
2279
Orca Wealth Management
Florida
$357K
CWA
2280
CJM Wealth Advisers
Virginia
$356K
PCM
2281
Parsons Capital Management
Rhode Island
$356K
WP
2282
WealthSpring Partners
California
$355K
SQA
2283
Simon Quick Advisors
New Jersey
$354K
FCA
2284
FLC Capital Advisors
California
$354K
HA
2285
HC Advisors
Georgia
$351K
IAG
2286
Investment Advisory Group
Massachusetts
$351K
NSAM
2287
North Star Asset Management
Wisconsin
$351K
CPSAC
2288
Chas P. Smith & Associates (CPS)
Florida
$351K
OWM
2289
Omnitrust Wealth Management
Florida
$351K
CAC
2290
Certified Advisory Corp
Florida
$350K
FFP
2291
FourThought Financial Partners
Florida
$350K
BWFA
2292
Baltimore-Washington Financial Advisors
Maryland
$350K
IB
2293
Intrust Bank
Kansas
$349K
SIC
2294
Sterling Investment Counsel
New York
$348K
FMII
2295
Farmers & Merchants Investments Inc
Nebraska
$348K
WIM
2296
Westside Investment Management
California
$348K
HG
2297
Harbor Group
New Hampshire
$348K
OCM
2298
Orion Capital Management
California
$348K
SSA
2299
South Street Advisors
New York
$347K
DDC
2300
DF Dent & Co
Maryland
$346K