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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
TCWM
2351
Total Clarity Wealth Management
Illinois
$323K
CWAG
2352
Compton Wealth Advisory Group
Virginia
$323K
KWM
2353
Kingsman Wealth Management
Florida
$323K
FHC
2354
First Heartland Consultants
Missouri
$323K
FNWM
2355
Financial Network Wealth Management
Utah
$322K
LK
2356
Lumbard & Kellner
New Hampshire
$322K
XPN
2357
XY Planning Network
Montana
$321K
DP
2358
Dearborn Partners
Illinois
$321K
DC
2359
DeDora Capital
California
$321K
BG
2360
Bollard Group
Massachusetts
$320K
SCM
2361
Saxony Capital Management
Missouri
$319K
SW
2362
SMART Wealth
Nebraska
$318K
CPWA
2363
Cerro Pacific Wealth Advisors
California
$318K
BC
2364
Brio Consultants
California
$318K
PSCM
2365
Per Stirling Capital Management
Texas
$318K
KA
2366
KLCM Advisors
Wisconsin
$317K
MIC
2367
Meridian Investment Counsel
California
$316K
PWC
2368
Pathfinder Wealth Consulting
North Carolina
$315K
RWM
2369
RKL Wealth Management
Pennsylvania
$315K
GB
2370
Goepper Burkhardt
South Carolina
$314K
ABLA
2371
Alan B. Lancz & Associates
Ohio
$314K
ASG
2372
Ariston Services Group
California
$314K
TFM
2373
TFC Financial Management
Massachusetts
$314K
AW
2374
Apricus Wealth
South Carolina
$313K
JFGIW
2375
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$313K