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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
XWL
2401
XXI Wealth LLC
Illinois
$306K
CWA
2402
Canvas Wealth Advisors
Kansas
$305K
CCAL
2403
City Center Advisors LLC
Michigan
$305K
OSNBOA
2404
Old Second National Bank of Aurora
Illinois
$304K
QWM
2405
QP Wealth Management
New Jersey
$304K
WG
2406
Warner Group
Connecticut
$304K
TAP
2407
TSG Advice Partners
Ohio
$304K
TIP
2408
Tandem Investment Partners
New Jersey
$303K
EWM
2409
Elmwood Wealth Management
California
$303K
BCM
2410
Becker Capital Management
Oregon
$303K
SWA
2411
Strategies Wealth Advisors
Michigan
$303K
TA
2412
Tactive Advisors
Florida
$303K
RWA
2413
Rooted Wealth Advisors
Illinois
$303K
FNB
2414
Farmers National Bank
Kentucky
$302K
MSR
2415
Main Street Research
Connecticut
$302K
AFA
2416
Antonelli Financial Advisors
Michigan
$302K
GPW
2417
Genesis Private Wealth
Virginia
$301K
RPCONE
2418
Retirement Planning Company of New England
Rhode Island
$301K
GFG
2419
Goldstone Financial Group
Illinois
$301K
SC
2420
Summa Corp
Texas
$300K
BFIC
2421
Bedell Frazier Investment Counselling
California
$300K
FCM
2422
Fieldview Capital Management
Michigan
$300K
HFS
2423
Hoge Financial Services
Pennsylvania
$300K
PFG
2424
Prosperity Financial Group
California
$299K
KWMG
2425
King Wealth Management Group
Florida
$299K