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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
BWS
2376
Broadway Wealth Solutions
Texas
$313K
GHA
2377
Granite Harbor Advisors
Texas
$312K
HCM
2378
Hengehold Capital Management
Ohio
$312K
EBA
2379
Eagle Bay Advisors
New York
$312K
OBWG
2380
Onyx Bridge Wealth Group
New York
$310K
VDC
2381
Van Diest Capital
Iowa
$310K
FC
2382
Financial Council
Maryland
$310K
FH
2383
FWG Holdings
Florida
$310K
KLCM
2384
KG&L Capital Management
Louisiana
$308K
DWM
2385
Daner Wealth Management
Georgia
$308K
GCP
2386
GSA Capital Partners
United Kingdom
$308K
DF
2387
DecisionPoint Financial
Arizona
$308K
PMFA
2388
Plante Moran Financial Advisors
Michigan
$307K
WAM
2389
Weatherly Asset Management
California
$307K
KIM
2390
Kestra Investment Management
Texas
$306K
BWP
2391
BlueStem Wealth Partners
Minnesota
$306K
USWIA
2392
UP Strategic Wealth Investment Advisors
Pennsylvania
$306K
XWL
2393
XXI Wealth LLC
Illinois
$306K
CWA
2394
Canvas Wealth Advisors
Kansas
$305K
CCAL
2395
City Center Advisors LLC
Michigan
$305K
OSNBOA
2396
Old Second National Bank of Aurora
Illinois
$304K
QWM
2397
QP Wealth Management
New Jersey
$304K
WG
2398
Warner Group
Connecticut
$304K
TAP
2399
TSG Advice Partners
Ohio
$304K
TIP
2400
Tandem Investment Partners
New Jersey
$303K