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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
MIM
2276
Meridiem Investment Management
United Kingdom
$370K
Cohen & Steers
2277
Cohen & Steers
New York
$370K
PWAM
2278
Pinnacle West Asset Management
Wyoming
$370K
SC
2279
Sierra Capital
Florida
$370K
ACM
2280
Aurdan Capital Management
Pennsylvania
$370K
CIA
2281
Caerus Investment Advisors
Texas
$370K
GJIA
2282
Glass Jacobson Investment Advisors
Maryland
$370K
FWA
2283
Flagship Wealth Advisors
Massachusetts
$368K
FBT
2284
First Bankers Trust
Kentucky
$367K
HWA
2285
Heartwood Wealth Advisors
Virginia
$367K
EFG
2286
Ethos Financial Group
Pennsylvania
$367K
FFA
2287
Fi3 Financial Advisors
Indiana
$366K
AIA
2288
Allied Investment Advisors
Montana
$366K
CAWM
2289
Capital Advisors Wealth Management
Washington
$365K
THL
2290
Tillman Hartley LLC
Colorado
$364K
CCG
2291
Catalina Capital Group
California
$364K
CIAS
2292
CFS Investment Advisory Services
New Jersey
$364K
CAM
2293
Clark Asset Management
New Hampshire
$363K
MC
2294
Marest Capital
California
$363K
NF
2295
NavPoint Financial
Minnesota
$363K
ATI
2296
Act Two Investors
California
$362K
SHGA
2297
Sand Hill Global Advisors
California
$361K
NFP
2298
Narus Financial Partners
Utah
$361K
AGA
2299
Arkos Global Advisors
Texas
$361K
FNT
2300
First Nebraska Trust
Nebraska
$361K