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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
SDWMA
2326
Schneider Downs Wealth Management Advisors
Pennsylvania
$336K
SSWM
2327
Sheets Smith Wealth Management
North Carolina
$336K
EIA
2328
Edgemoor Investment Advisors
Maryland
$336K
CAM
2329
Costello Asset Management
Pennsylvania
$335K
SFG
2330
Strive Financial Group
Indiana
$334K
SA
2331
Sovran Advisors
California
$334K
ACG
2332
Allen Capital Group
Nebraska
$333K
TF
2333
Talbot Financial
Washington
$333K
OWA
2334
OakTrust Wealth Advisors
Connecticut
$333K
CB
2335
CNB Bank
Pennsylvania
$332K
WP
2336
WealthPLAN Partners
Nebraska
$332K
JC
2337
JB Capital
Connecticut
$331K
FA
2338
FDx Advisors
Illinois
$331K
FC
2339
Financial Consulate
Maryland
$330K
WCM
2340
Wedge Capital Management
North Carolina
$330K
NI
2341
NDVR Inc
Massachusetts
$329K
LWA
2342
Lineweaver Wealth Advisors
Ohio
$329K
PWM
2343
Palacios Wealth Management
Florida
$329K
WMA
2344
Wealth Management Associates
New Jersey
$328K
AWA
2345
Argos Wealth Advisors
California
$327K
SWM
2346
Shrier Wealth Management
California
$327K
CB
2347
Chris Bulman
California
$327K
SG
2348
Strid Group
Pennsylvania
$327K
MSWM
2349
Mowery & Schoenfeld Wealth Management
Illinois
$327K
PRP
2350
Peak Retirement Planning
Ohio
$327K