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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
NFP
2276
Narus Financial Partners
Utah
$361K
AGA
2277
Arkos Global Advisors
Texas
$361K
RFM
2278
Royal Fund Management
Florida
$361K
LI
2279
Lafayette Investments
Maryland
$360K
EWM
2280
EPG Wealth Management
Georgia
$360K
GPA
2281
Garrison Point Advisors
California
$359K
VIP
2282
Vista Investment Partners
Oklahoma
$359K
MCM
2283
Monument Capital Management
Virginia
$358K
SSC
2284
Syverson Strege & Co
Iowa
$358K
CPWL
2285
Coquina Private Wealth LLC
Florida
$358K
SPWM
2286
Spartan Planning & Wealth Management
North Carolina
$358K
OWM
2287
Orca Wealth Management
Florida
$357K
CWA
2288
CJM Wealth Advisers
Virginia
$356K
PCM
2289
Parsons Capital Management
Rhode Island
$356K
WP
2290
WealthSpring Partners
California
$355K
SQA
2291
Simon Quick Advisors
New Jersey
$354K
FCA
2292
FLC Capital Advisors
California
$354K
HA
2293
HC Advisors
Georgia
$351K
IAG
2294
Investment Advisory Group
Massachusetts
$351K
NSAM
2295
North Star Asset Management
Wisconsin
$351K
CPSAC
2296
Chas P. Smith & Associates (CPS)
Florida
$351K
OWM
2297
Omnitrust Wealth Management
Florida
$351K
CAC
2298
Certified Advisory Corp
Florida
$350K
FFP
2299
FourThought Financial Partners
Florida
$350K
BWFA
2300
Baltimore-Washington Financial Advisors
Maryland
$350K