AXP icon

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
TPWA
2551
Twin Peaks Wealth Advisors
California
$247K
BWL
2552
Bogart Wealth LLC
Virginia
$247K
FWP
2553
FAS Wealth Partners
Kansas
$246K
BAS
2554
Breakthru Advisory Services
Wisconsin
$245K
WCMN
2555
Westchester Capital Management (Nebraska)
Nebraska
$244K
PAA
2556
Peregrine Asset Advisers
Oregon
$244K
SPWG
2557
Syntegra Private Wealth Group
Missouri
$244K
FC
2558
Fusion Capital
South Carolina
$243K
SCA
2559
Sensenig Capital Advisors
Pennsylvania
$243K
GHA
2560
GW Henssler & Associates
Georgia
$243K
LJHT
2561
Laurie J. Hall Trustee
$243K
DJYG
2562
David J. Yvars Group
Florida
$242K
HF
2563
Holcombe Financial
Georgia
$242K
SAW
2564
Signal Advisors Wealth
Michigan
$242K
SPP
2565
Single Point Partners
Massachusetts
$242K
KIG
2566
Kennedy Investment Group
New Jersey
$242K
EIA
2567
Eldridge Investment Advisors
New Hampshire
$241K
PW
2568
Potentia Wealth
California
$241K
SIA
2569
Stegner Investment Associates
Kentucky
$240K
KI
2570
KTF Investments
California
$240K
FSCM
2571
Front Street Capital Management
Montana
$240K
WCM
2572
Warburton Capital Management
Oklahoma
$240K
CPC
2573
Congress Park Capital
New York
$240K
KWA
2574
Kondo Wealth Advisors
California
$239K
PWM
2575
Partners Wealth Management
California
$239K