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
WBWA
2726
William B. Walkup & Associates
South Carolina
$209K
CPA
2727
Capital Planning Advisors
California
$209K
CFC
2728
Coyle Financial Counsel
Illinois
$209K
WFA
2729
WestHill Financial Advisors
California
$209K
AW
2730
Avion Wealth
Texas
$209K
MCA
2731
MSH Capital Advisors
Arizona
$209K
WPP
2732
Whalerock Point Partners
Rhode Island
$209K
KFS
2733
Kelly Financial Services
Massachusetts
$209K
SC
2734
Stephens Consulting
Michigan
$207K
IF
2735
Intrua Financial
Texas
$207K
AA
2736
Addison Advisors
Vermont
$206K
CTI
2737
Community Trust & Investment
Kentucky
$206K
WSWA
2738
Warren Street Wealth Advisors
California
$206K
TAM
2739
TCP Asset Management
Ohio
$206K
CWM
2740
Cherrydale Wealth Management
New Jersey
$206K
RC
2741
Rovin Capital
Arizona
$206K
MAM
2742
Madison Asset Management
Wisconsin
$206K
ACP
2743
Argyle Capital Partners
California
$206K
CCP
2744
Carmel Capital Partners
California
$205K
SHA
2745
Seneca House Advisors
Virginia
$204K
WMWM
2746
Wilkins Miller Wealth Management
Alabama
$204K
HIM
2747
Harbour Investment Management
Washington
$203K
CAIM
2748
Catherine Avery Investment Management
Florida
$203K
HWMC
2749
Heritage Wealth Management (California)
California
$203K
OCPWS
2750
One Charles Private Wealth Services
Massachusetts
$203K