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
YP
2851
YANKCOM Partnership
South Dakota
$77K
GAFA
2852
Garton & Associates Financial Advisors
Kentucky
$75.6K
JGIA
2853
Jackson Grant Investment Advisers
Connecticut
$75.1K
KG
2854
Kilter Group
New York
$74.7K
CCC
2855
Chelsea Counsel Company
California
$74K
NRWA
2856
North Ridge Wealth Advisors
Oregon
$74K
SA
2857
SRH Advisors
Kansas
$74K
PB
2858
Pinnacle Bancorp
Nebraska
$73.6K
DF
2859
Dunhill Financial
United Kingdom
$72.9K
WOSD
2860
WFA of San Diego
California
$71K
NWMP
2861
Noble Wealth Management PBC
Colorado
$70.4K
ACA
2862
Atlas Capital Advisors
Wyoming
$69.5K
FMP
2863
Financial Management Professionals
Texas
$68.4K
CWP
2864
Concord Wealth Partners
Virginia
$68.1K
LAS
2865
Lloyd Advisory Services
Georgia
$67.7K
IWMWV
2866
Ironwood Wealth Management (West Virginia)
West Virginia
$67.6K
GWM
2867
Greenline Wealth Management
Florida
$65.6K
RWM
2868
Rialto Wealth Management
New York
$65.1K
IRAG
2869
Investment Research & Advisory Group
Georgia
$64.9K
GWS
2870
Greykasell Wealth Strategies
California
$64.7K
FNWA
2871
Financial Network Wealth Advisors
Utah
$64.1K
NI
2872
NCP Inc
California
$63.6K
MW
2873
Merited Wealth
Florida
$62.9K
RTC
2874
Riverview Trust Company
Washington
$62.5K
FCG
2875
Financial Connections Group
California
$61K