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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
SFP
2451
Sandbox Financial Partners
Maryland
$285K
LOPW
2452
Live Oak Private Wealth
North Carolina
$284K
NWML
2453
Nolet Wealth Management, LLC
Texas
$284K
MR
2454
Munich Reinsurance
$284K
WMN
2455
Wealth Management Nebraska
Nebraska
$284K
MWM
2456
Manske Wealth Management
Texas
$284K
WAS
2457
Wealth Advisory Solutions
Indiana
$284K
WH
2458
Willner & Heller
California
$284K
QWM
2459
Quadcap Wealth Management
Texas
$282K
GS
2460
GWN Securities
Florida
$282K
EIG
2461
Ellenbecker Investment Group
Wisconsin
$281K
PFA
2462
Plotkin Financial Advisors
Maryland
$281K
IAS
2463
IMA Advisory Services
Colorado
$280K
NCTC
2464
New Covenant Trust Company
Indiana
$280K
SI
2465
Seeds Investor
New York
$280K
SW
2466
SkyOak Wealth
Michigan
$279K
CRI
2467
Colonial River Investments
Virginia
$279K
DE
2468
DV Equities
Illinois
$279K
WI
2469
Wedgewood Investors
Pennsylvania
$277K
LIA
2470
LBMC Investment Advisors
Tennessee
$277K
WPA
2471
Winning Points Advisors
Florida
$277K
VAF
2472
Values Added Financial
District of Columbia
$277K
MWA
2473
Motive Wealth Advisors
Michigan
$276K
FPW
2474
Fairvoy Private Wealth
Alabama
$275K
FFC
2475
First Financial Corp
Indiana
$274K