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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
OWAL
2326
OakTrust Wealth Advisors, LLC
Connecticut
$333K
CB
2327
CNB Bank
Pennsylvania
$332K
WP
2328
WealthPLAN Partners
Nebraska
$332K
JC
2329
JB Capital
Connecticut
$331K
FA
2330
FDx Advisors
Illinois
$331K
FC
2331
Financial Consulate
Maryland
$330K
WCM
2332
Wedge Capital Management
North Carolina
$330K
NI
2333
NDVR Inc
Massachusetts
$329K
LWA
2334
Lineweaver Wealth Advisors
Ohio
$329K
PWM
2335
Palacios Wealth Management
Florida
$329K
WMA
2336
Wealth Management Associates
New Jersey
$328K
AWA
2337
Argos Wealth Advisors
California
$327K
SWM
2338
Shrier Wealth Management
California
$327K
CB
2339
Chris Bulman
California
$327K
SG
2340
Strid Group
Pennsylvania
$327K
MSWM
2341
Mowery & Schoenfeld Wealth Management
Illinois
$327K
PRP
2342
Peak Retirement Planning
Ohio
$327K
WFMPM
2343
Woodley Farra Manion Portfolio Management
Indiana
$327K
PG
2344
Prostatis Group
Maryland
$326K
ACM
2345
Avalon Capital Management
California
$326K
IAS
2346
Integrity Advisory Solutions
Texas
$326K
GAB
2347
German American Bancorp
Indiana
$326K
IBOK
2348
Independence Bank of Kentucky
Kentucky
$324K
GWM
2349
GSB Wealth Management
Connecticut
$324K
TC
2350
Tannin Capital
North Carolina
$324K