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
BDPWM
2776
Barnes Dennig Private Wealth Management
Ohio
$143K
HNW
2777
High Note Wealth
Minnesota
$141K
RFS
2778
Richardson Financial Services
Massachusetts
$140K
AEPWM
2779
Atlantic Edge Private Wealth Management
Florida
$138K
RIP
2780
RAM Investment Partners
Washington
$137K
BWM
2781
Bernard Wealth Management
Michigan
$136K
HCM
2782
Hollencrest Capital Management
California
$135K
WT
2783
WHI Trust
Illinois
$132K
GG
2784
Gleason Group
Kentucky
$131K
GCM
2785
Gables Capital Management
Florida
$126K
BCM
2786
Boreal Capital Management
Florida
$124K
KFP
2787
Kerr Financial Planning
California
$122K
RF
2788
Rossby Financial
Florida
$119K
NCM
2789
Northwest Capital Management
Oregon
$116K
CBT
2790
Crews Bank & Trust
Florida
$115K
BC
2791
Bayforest Capital
United Kingdom
$115K
APW
2792
Atlantic Private Wealth
North Carolina
$112K
OPTFSNA
2793
Old Point Trust & Financial Services N A
Virginia
$112K
PCFFS
2794
Pacific Center for Financial Services
California
$110K
GK
2795
Graney & King
New York
$108K
PWMG
2796
Private Wealth Management Group
New Jersey
$105K
GWSA
2797
Global Wealth Strategies & Associates
Colorado
$104K
KAS
2798
Kemnay Advisory Services
New York
$104K
AWM
2799
Abound Wealth Management
Tennessee
$103K
Q1WB
2800
Quest 10 Wealth Builders
Virginia
$99.8K