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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
WFMPM
2351
Woodley Farra Manion Portfolio Management
Indiana
$327K
PG
2352
Prostatis Group
Maryland
$326K
ACM
2353
Avalon Capital Management
California
$326K
IAS
2354
Integrity Advisory Solutions
Texas
$326K
GAB
2355
German American Bancorp
Indiana
$326K
IBOK
2356
Independence Bank of Kentucky
Kentucky
$324K
GWM
2357
GSB Wealth Management
Connecticut
$324K
TC
2358
Tannin Capital
North Carolina
$324K
TCWM
2359
Total Clarity Wealth Management
Illinois
$323K
CWAG
2360
Compton Wealth Advisory Group
Virginia
$323K
KWM
2361
Kingsman Wealth Management
Florida
$323K
FHC
2362
First Heartland Consultants
Missouri
$323K
FNWM
2363
Financial Network Wealth Management
Utah
$322K
LK
2364
Lumbard & Kellner
New Hampshire
$322K
XPN
2365
XY Planning Network
Montana
$321K
DP
2366
Dearborn Partners
Illinois
$321K
DC
2367
DeDora Capital
California
$321K
BG
2368
Bollard Group
Massachusetts
$320K
SCM
2369
Saxony Capital Management
Missouri
$319K
SW
2370
SMART Wealth
Nebraska
$318K
CPWA
2371
Cerro Pacific Wealth Advisors
California
$318K
BC
2372
Brio Consultants
California
$318K
PSCM
2373
Per Stirling Capital Management
Texas
$318K
KA
2374
KLCM Advisors
Wisconsin
$317K
MIC
2375
Meridian Investment Counsel
California
$316K