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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
LFGO
2451
Legacy Financial Group (Oklahoma)
Oklahoma
$290K
B
2452
Bellecapital
Switzerland
$290K
WDL
2453
Well Done LLC
Michigan
$289K
AP
2454
Advisortrust Partners
North Carolina
$289K
CWA
2455
Consilium Wealth Advisory
Texas
$288K
DWM
2456
DecisionMap Wealth Management
Virginia
$287K
SFG
2457
SevenBridge Financial Group
Pennsylvania
$287K
NECFA
2458
New England Capital Financial Advisors
Connecticut
$286K
DF
2459
Donoghue Forlines
Massachusetts
$285K
SFP
2460
Sandbox Financial Partners
Maryland
$285K
LOPW
2461
Live Oak Private Wealth
North Carolina
$284K
NWM
2462
Nolet Wealth Management
Texas
$284K
MR
2463
Munich Reinsurance
$284K
WMN
2464
Wealth Management Nebraska
Nebraska
$284K
MWM
2465
Manske Wealth Management
Texas
$284K
WAS
2466
Wealth Advisory Solutions
Indiana
$284K
WH
2467
Willner & Heller
California
$284K
QWM
2468
Quadcap Wealth Management
Texas
$282K
GS
2469
GWN Securities
Florida
$282K
EIG
2470
Ellenbecker Investment Group
Wisconsin
$281K
CWA
2471
Consilio Wealth Advisors
Washington
$281K
PFA
2472
Plotkin Financial Advisors
Maryland
$281K
IAS
2473
IMA Advisory Services
Colorado
$280K
NCTC
2474
New Covenant Trust Company
Indiana
$280K
SI
2475
Seeds Investor
New York
$280K