We are live on ! Find out more
AXP icon

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
1IA
2651
1620 Investment Advisors
Massachusetts
$225K
RW
2652
Regimen Wealth
Georgia
$225K
KWM
2653
KW Wealth Management
California
$225K
WDG
2654
Wealth Dimensions Group
Ohio
$225K
LFP
2655
Lakeshore Financial Planning
Michigan
$224K
CP
2656
Capital Planning
Washington
$224K
CC
2657
Clearwave Capital
California
$224K
KTC
2658
Kentucky Trust Company
Kentucky
$224K
GWL
2659
Generations Wealth LLC
Ohio
$223K
RIAS
2660
Rachor Investment Advisory Services
Michigan
$223K
CVA
2661
Central Valley Advisors
California
$223K
BFO
2662
Biltmore Family Office
North Carolina
$223K
WIM
2663
Warwick Investment Management
Texas
$222K
WPA
2664
West Paces Advisors
Georgia
$222K
AMIM
2665
Aull & Monroe Investment Management
Alabama
$222K
FTC
2666
Farmers Trust Company
Ohio
$222K
MCM
2667
Marathon Capital Management
Maryland
$222K
MS
2668
Monetary Solutions
Ohio
$222K
PFA
2669
Pinnacle Family Advisors
Missouri
$222K
RCG
2670
Ridge Creek Global
Ohio
$222K
SCA
2671
STALEY CAPITAL ADVISERS
Pennsylvania
$222K
BW
2672
Blalock Williams
Alabama
$222K
MAM
2673
MMA Asset Management
Pennsylvania
$221K
DAC
2674
Dutch Asset Corp
New York
$221K
SL
2675
Summitry LLC
California
$220K