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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
PWC
2376
Pathfinder Wealth Consulting
North Carolina
$315K
RWM
2377
RKL Wealth Management
Pennsylvania
$315K
GB
2378
Goepper Burkhardt
South Carolina
$314K
ABLA
2379
Alan B. Lancz & Associates
Ohio
$314K
ASG
2380
Ariston Services Group
California
$314K
TFM
2381
TFC Financial Management
Massachusetts
$314K
AW
2382
Apricus Wealth
South Carolina
$313K
JFGIW
2383
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$313K
BWS
2384
Broadway Wealth Solutions
Texas
$313K
GHA
2385
Granite Harbor Advisors
Texas
$312K
HCM
2386
Hengehold Capital Management
Ohio
$312K
EBA
2387
Eagle Bay Advisors
New York
$312K
OBWG
2388
Onyx Bridge Wealth Group
New York
$310K
VDC
2389
Van Diest Capital
Iowa
$310K
FC
2390
Financial Council
Maryland
$310K
FH
2391
FWG Holdings
Florida
$310K
KLCM
2392
KG&L Capital Management
Louisiana
$308K
DWM
2393
Daner Wealth Management
Georgia
$308K
GCP
2394
GSA Capital Partners
United Kingdom
$308K
DF
2395
DecisionPoint Financial
Arizona
$308K
PMFA
2396
Plante Moran Financial Advisors
Michigan
$307K
WAM
2397
Weatherly Asset Management
California
$307K
KIM
2398
Kestra Investment Management
Texas
$306K
BWP
2399
BlueStem Wealth Partners
Minnesota
$306K
USWIA
2400
UP Strategic Wealth Investment Advisors
Pennsylvania
$306K