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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
RFM
2301
Royal Fund Management
Florida
$361K
LI
2302
Lafayette Investments
Maryland
$360K
EWM
2303
EPG Wealth Management
Georgia
$360K
GPA
2304
Garrison Point Advisors
California
$359K
VIP
2305
Vista Investment Partners
Oklahoma
$359K
MCM
2306
Monument Capital Management
Virginia
$358K
SSC
2307
Syverson Strege & Co
Iowa
$358K
CPWL
2308
Coquina Private Wealth LLC
Florida
$358K
SPWM
2309
Spartan Planning & Wealth Management
North Carolina
$358K
OWM
2310
Orca Wealth Management
Florida
$357K
CWA
2311
CJM Wealth Advisers
Virginia
$356K
PCM
2312
Parsons Capital Management
Rhode Island
$356K
WP
2313
WealthSpring Partners
California
$355K
SQA
2314
Simon Quick Advisors
New Jersey
$354K
FCA
2315
FLC Capital Advisors
California
$354K
HA
2316
HC Advisors
Georgia
$351K
IAG
2317
Investment Advisory Group
Massachusetts
$351K
NSAM
2318
North Star Asset Management
Wisconsin
$351K
CPSAC
2319
Chas P. Smith & Associates (CPS)
Florida
$351K
OWM
2320
Omnitrust Wealth Management
Florida
$351K
CAC
2321
Certified Advisory Corp
Florida
$350K
FFP
2322
FourThought Financial Partners
Florida
$350K
BWFA
2323
Baltimore-Washington Financial Advisors
Maryland
$350K
IB
2324
Intrust Bank
Kansas
$349K
SIC
2325
Sterling Investment Counsel
New York
$348K