AXP icon

American Express

2,976 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 393 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
2,976
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
GRR
2651
Golden Reserve Retirement
Ohio
$217K
PW
2652
PUREfi Wealth
Massachusetts
$217K
LI
2653
LRI Investments
Florida
$217K
LWM
2654
Lionshead Wealth Management
New York
$217K
WWM
2655
Westwood Wealth Management
California
$217K
PSP
2656
Principal Street Partners
Tennessee
$217K
HAC
2657
Harbor Advisory Corp
New Hampshire
$216K
MWP
2658
Meridian Wealth Partners
Pennsylvania
$216K
FWM
2659
ForthRight Wealth Management
Georgia
$215K
CFS
2660
CGC Financial Services
Oregon
$215K
CPW
2661
Crestmont Private Wealth
Texas
$215K
PFM
2662
Phillips Financial Management
Indiana
$215K
CRIG
2663
Charter Research & Investment Group
Connecticut
$215K
PA
2664
Probity Advisors
Texas
$215K
DCM
2665
DGS Capital Management
New Jersey
$214K
FC
2666
FCA Corp
Texas
$213K
HP
2667
Holistic Planning
Texas
$213K
ES
2668
Eagle Strategies
New York
$213K
MA
2669
Mezzasalma Advisors
New Jersey
$213K
CAS
2670
Coppell Advisory Solutions
Texas
$213K
TCA
2671
Trifecta Capital Advisors
Illinois
$213K
PWM
2672
Paulson Wealth Management
Illinois
$213K
TP
2673
Tranquility Partners
Tennessee
$213K
SIP
2674
Snowwater Investment Partners
Connecticut
$213K
HCM
2675
Hutchinson Capital Management
California
$212K