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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
GPI
2301
General Partner Inc
Pennsylvania
$346K
AW
2302
Atlas Wealth
Ohio
$346K
BC
2303
Burney Company
Virginia
$346K
RCG
2304
Ruane, Cunniff & Goldfarb
New York
$345K
CNTOF
2305
Canandaigua National Trust of Florida
New York
$345K
HCA
2306
Hyperion Capital Advisors
New York
$344K
CST
2307
Charles Schwab Trust
Nevada
$341K
WWM
2308
WT Wealth Management
Arizona
$341K
EBSAM
2309
Eubel Brady & Suttman Asset Management
Ohio
$341K
ACA
2310
Ackerman Capital Advisors
Texas
$340K
SC
2311
Stephenson & Company
California
$340K
JWM
2312
JGP Wealth Management
Oregon
$340K
GSWA
2313
Good Steward Wealth Advisors
Tennessee
$339K
HFS
2314
Hopwood Financial Services
Virginia
$338K
AWS
2315
Alliance Wealth Strategies
Virginia
$338K
BWP
2316
Barlow Wealth Partners
Kentucky
$337K
MPM
2317
Meritage Portfolio Management
Kansas
$336K
SDWMA
2318
Schneider Downs Wealth Management Advisors
Pennsylvania
$336K
SSWM
2319
Sheets Smith Wealth Management
North Carolina
$336K
EIA
2320
Edgemoor Investment Advisors
Maryland
$336K
CAM
2321
Costello Asset Management
Pennsylvania
$335K
SFG
2322
Strive Financial Group
Indiana
$334K
SA
2323
Sovran Advisors
California
$334K
ACG
2324
Allen Capital Group
Nebraska
$333K
TF
2325
Talbot Financial
Washington
$333K