AXP icon

American Express

2,992 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 400 funds opening new positions, 1,053 increasing their positions, 1,121 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:

1.51% more ownership

Funds ownership: 83.61%85.12% (+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: 1,053 | Existing positions reduced: 1,121

Holders
2,992
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
106
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
FISPB
2751
Fideuram - Intesa Sanpaolo Private Banking
$181K
FCT
2752
First Community Trust
Iowa
$176K
SNB
2753
Security National Bank
Nebraska
$172K
DMBA
2754
Deseret Mutual Benefit Administrators
Utah
$170K
CVM
2755
Cheviot Value Management
California
$170K
FMB
2756
Field & Main Bank
Kentucky
$168K
PMIM
2757
Prudent Man Investment Management
Colorado
$166K
JWM
2758
Jessup Wealth Management
Ohio
$164K
PJC
2759
Phillip James Consulting
Minnesota
$163K
FFL
2760
Financial Freedom LLC
Ohio
$163K
BHWM
2761
Bay Harbor Wealth Management
Maryland
$162K
FIM
2762
FWL Investment Management
Texas
$162K
BGAI
2763
Bruce G. Allen Investments
Colorado
$161K
OP
2764
ORG Partners
Indiana
$159K
BIA
2765
Bell Investment Advisors
California
$156K
BHWM
2766
Beaird Harris Wealth Management
Texas
$155K
FC
2767
Fairscale Capital
New Hampshire
$155K
TCM
2768
Triumph Capital Management
Colorado
$155K
KFA
2769
Kelleher Financial Advisors
New York
$152K
JAM
2770
JCIC Asset Management
Ontario, Canada
$152K
B
2771
Birchbrook
Maine
$152K
MMCM
2772
Murphy & Mullick Capital Management
New York
$151K
SG
2773
Sankala Group
Colorado
$148K
MCI
2774
MRP Capital Investments
Georgia
$148K
GKIM
2775
GW&K Investment Management
Massachusetts
$145K