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American Express

2,975 hedge funds and large institutions have $216B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 393 funds opening new positions, 1,049 increasing their positions, 1,116 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:

1.38% more ownership

Funds ownership: 83.61%84.99% (+1.4%)

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: 1,116

Holders
2,975
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
DWA
251
Douglass Winthrop Advisors
New York
$49M
CCP
252
Clarkston Capital Partners
Michigan
$48.4M
UCFA
253
United Capital Financial Advisors
Texas
$48.3M
A
254
Allianz
Germany
$48.2M
Bank of Nova Scotia
255
Bank of Nova Scotia
Ontario, Canada
$48.2M
LCI
256
L1 Capital International
Australia
$47.7M
VOYA Investment Management
257
VOYA Investment Management
Georgia
$47.4M
RFC
258
Regions Financial Corp
Alabama
$46.9M
CB
259
Commerce Bank
Missouri
$46.5M
Mirae Asset Global Investments
260
Mirae Asset Global Investments
South Korea
$46.4M
WJWM
261
Williams Jones Wealth Management
New York
$46.3M
COPPSERS
262
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$46.2M
CSIC
263
Clifford Swan Investment Counsel
California
$45.8M
LCAM
264
London & Capital Asset Management
United Kingdom
$45.7M
CTB
265
Country Trust Bank
Illinois
$45.1M
MCM
266
Mill Capital Management
North Carolina
$45M
Cambridge Investment Research Advisors
267
Cambridge Investment Research Advisors
Iowa
$44.6M
OSAM
268
O'Shaughnessy Asset Management
Connecticut
$44M
Caisse de Depot et Placement du Quebec (CDPQ)
269
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$43.7M
SBWIC
270
Schaper Benz & Wise Investment Counsel
Wisconsin
$43.6M
NA
271
NewEdge Advisors
Louisiana
$43.3M
HNB
272
Huntington National Bank
Ohio
$43M
UM
273
UniSuper Management
Australia
$42.5M
OIAM
274
OFI Invest Asset Management
France
$42.2M
DnB Asset Management
275
DnB Asset Management
Norway
$42.1M