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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
EIA
2351
Edgemoor Investment Advisors
Maryland
$336K
CAM
2352
Costello Asset Management
Pennsylvania
$335K
SFG
2353
Strive Financial Group
Indiana
$334K
SA
2354
Sovran Advisors
California
$334K
ACG
2355
Allen Capital Group
Nebraska
$333K
TF
2356
Talbot Financial
Washington
$333K
OWA
2357
OakTrust Wealth Advisors
Connecticut
$333K
CB
2358
CNB Bank
Pennsylvania
$332K
WP
2359
WealthPLAN Partners
Nebraska
$332K
JC
2360
JB Capital
Connecticut
$331K
FA
2361
FDx Advisors
Illinois
$331K
FC
2362
Financial Consulate
Maryland
$330K
WCM
2363
Wedge Capital Management
North Carolina
$330K
NI
2364
NDVR Inc
Massachusetts
$329K
LWA
2365
Lineweaver Wealth Advisors
Ohio
$329K
PWM
2366
Palacios Wealth Management
Florida
$329K
WMA
2367
Wealth Management Associates
New Jersey
$328K
AWA
2368
Argos Wealth Advisors
California
$327K
SWM
2369
Shrier Wealth Management
California
$327K
CB
2370
Chris Bulman
California
$327K
SG
2371
Strid Group
Pennsylvania
$327K
MSWM
2372
Mowery & Schoenfeld Wealth Management
Illinois
$327K
PRP
2373
Peak Retirement Planning
Ohio
$327K
WFMPM
2374
Woodley Farra Manion Portfolio Management
Indiana
$327K
PG
2375
Prostatis Group
Maryland
$326K