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
TCM
2876
Tradewinds Capital Management
Washington
$58.5K
1CP
2877
1015 Capital Partners
Pennsylvania
$58.1K
SA
2878
Scarborough Advisors
Maryland
$57K
VWWMG
2879
Vermillion & White Wealth Management Group
Pennsylvania
$57K
GA
2880
GoalVest Advisory
New York
$56.6K
CWIG
2881
Chung Wu Investment Group
Texas
$55.9K
HPWM
2882
High Point Wealth Management
New Jersey
$53.5K
RS
2883
Rakuten Securities
Japan
$53.3K
RF
2884
Roxbury Financial
New Jersey
$53.1K
SVWA
2885
Sarver Vrooman Wealth Advisors
Missouri
$51.8K
AFC
2886
Ares Financial Consulting
California
$51.4K
1NWS
2887
1 North Wealth Services
Maryland
$51.1K
MFP
2888
Meramec Financial Planners
Missouri
$50.9K
Loomis, Sayles & Company
2889
Loomis, Sayles & Company
Massachusetts
$50.3K
AIA
2890
Aventus Investment Advisors
Florida
$49.6K
BFP
2891
Birchwood Financial Partners
Minnesota
$49.4K
PSFG
2892
Park Square Financial Group
Georgia
$49.3K
TSMHT
2893
Thurston Springer Miller Herd & Titak
Indiana
$48.5K
CH
2894
Canton Hathaway
Rhode Island
$48.1K
IIM
2895
IFC & Insurance Marketing
California
$47K
HFS
2896
Hughes Financial Services
Virginia
$46.8K
NIM
2897
Nexus Investment Management
Ontario, Canada
$46.2K
PP
2898
Paladin Partners
Wisconsin
$46.2K
SIC
2899
SJS Investment Consulting
Ohio
$45.9K
AF
2900
Abound Financial
California
$45.3K