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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
ACA
2451
Affinity Capital Advisors
California
$299K
IF
2452
IRON Financial
Illinois
$298K
CWA
2453
Clarity Wealth Advisors
California
$298K
CFAM
2454
Center For Asset Management
Florida
$298K
NCM
2455
Novare Capital Management
North Carolina
$298K
WAM
2456
Wallington Asset Management
Indiana
$297K
GWM
2457
Gibbs Wealth Management
Georgia
$297K
MCP
2458
Mirador Capital Partners
California
$297K
CIAM
2459
Caitong International Asset Management
Hong Kong
$297K
CAM
2460
Close Asset Management
United Kingdom
$296K
SW
2461
SlateStone Wealth
Florida
$296K
WC
2462
Wexford Capital
Florida
$296K
KIA
2463
Knollwood Investment Advisory
Maryland
$296K
BRM
2464
Boston Research & Management
Massachusetts
$295K
VW
2465
Vance Wealth
California
$295K
DIM
2466
DLK Investment Management
California
$294K
Betterment LLC
2467
Betterment LLC
New York
$293K
GFA
2468
Gallagher Fiduciary Advisors
Illinois
$292K
JCM
2469
Jacobsen Capital Management
Utah
$291K
HIS
2470
Harvest Investment Services
Illinois
$291K
PAM
2471
PVG Asset Management
Colorado
$291K
HGWM
2472
Horst & Graben Wealth Management
Oregon
$291K
GCP
2473
Guardian Capital (Pennsylvania)
Pennsylvania
$290K
MWA
2474
Medallion Wealth Advisors
Connecticut
$290K
LFGO
2475
Legacy Financial Group (Oklahoma)
Oklahoma
$290K