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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
ACM
2376
Avalon Capital Management
California
$326K
IAS
2377
Integrity Advisory Solutions
Texas
$326K
GAB
2378
German American Bancorp
Indiana
$326K
IBOK
2379
Independence Bank of Kentucky
Kentucky
$324K
GWM
2380
GSB Wealth Management
Connecticut
$324K
TC
2381
Tannin Capital
North Carolina
$324K
TCWM
2382
Total Clarity Wealth Management
Illinois
$323K
CWAG
2383
Compton Wealth Advisory Group
Virginia
$323K
KWM
2384
Kingsman Wealth Management
Florida
$323K
FHC
2385
First Heartland Consultants
Missouri
$323K
FNWM
2386
Financial Network Wealth Management
Utah
$322K
LK
2387
Lumbard & Kellner
New Hampshire
$322K
XPN
2388
XY Planning Network
Montana
$321K
DP
2389
Dearborn Partners
Illinois
$321K
DC
2390
DeDora Capital
California
$321K
BG
2391
Bollard Group
Massachusetts
$320K
SCM
2392
Saxony Capital Management
Missouri
$319K
SW
2393
SMART Wealth
Nebraska
$318K
CPWA
2394
Cerro Pacific Wealth Advisors
California
$318K
BC
2395
Brio Consultants
California
$318K
PSCM
2396
Per Stirling Capital Management
Texas
$318K
KA
2397
KLCM Advisors
Wisconsin
$317K
MIC
2398
Meridian Investment Counsel
California
$316K
PWC
2399
Pathfinder Wealth Consulting
North Carolina
$315K
RWM
2400
RKL Wealth Management
Pennsylvania
$315K