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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
EWM
2401
Elmwood Wealth Management
California
$303K
BCM
2402
Becker Capital Management
Oregon
$303K
SWA
2403
Strategies Wealth Advisors
Michigan
$303K
TA
2404
Tactive Advisors
Florida
$303K
RWA
2405
Rooted Wealth Advisors
Illinois
$303K
MSR
2406
Main Street Research
Connecticut
$302K
AFA
2407
Antonelli Financial Advisors
Michigan
$302K
GPW
2408
Genesis Private Wealth
Virginia
$301K
RPCONE
2409
Retirement Planning Company of New England
Rhode Island
$301K
GFG
2410
Goldstone Financial Group
Illinois
$301K
SC
2411
Summa Corp
Texas
$300K
BFIC
2412
Bedell Frazier Investment Counselling
California
$300K
FCM
2413
Fieldview Capital Management
Michigan
$300K
HFS
2414
Hoge Financial Services
Pennsylvania
$300K
PFG
2415
Prosperity Financial Group
California
$299K
KWMG
2416
King Wealth Management Group
Florida
$299K
VC
2417
Vestor Capital
Illinois
$299K
LF
2418
Lantz Financial
Illinois
$299K
ACA
2419
Affinity Capital Advisors
California
$299K
IF
2420
IRON Financial
Illinois
$298K
CWA
2421
Clarity Wealth Advisors
California
$298K
CFAM
2422
Center For Asset Management
Florida
$298K
NCM
2423
Novare Capital Management
North Carolina
$298K
WAM
2424
Wallington Asset Management
Indiana
$297K
GWM
2425
Gibbs Wealth Management
Georgia
$297K