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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
MAM
2876
Marquette Asset Management
Minnesota
$43.3K
HHMI
2877
Howard Hughes Medical Institute
Maryland
$42.9K
CIAS
2878
CBIZ Investment Advisory Services
Ohio
$42.2K
EF
2879
Entrust Financial
Pennsylvania
$41.1K
AFG
2880
Albion Financial Group
Utah
$40K
CWM
2881
Cranbrook Wealth Management
Michigan
$38.8K
SR
2882
Swiss Re
Switzerland
$38.8K
GFL
2883
Granite FO LLC
New Hampshire
$38.5K
RJA
2884
Ross\Johnson & Associates
Minnesota
$37K
STB
2885
S&T Bank
Pennsylvania
$35.5K
TM
2886
Torren Management
California
$31.9K
MWPCG
2887
Measured Wealth Private Client Group
New Hampshire
$30.7K
DWM
2888
Dogwood Wealth Management
Kansas
$30.7K
DFA
2889
DHJJ Financial Advisors
Illinois
$30.3K
HC
2890
Hoese & Co
Minnesota
$29.6K
WAG
2891
Wilkerson Advisory Group
Missouri
$29.2K
VWM
2892
Valley Wealth Managers
New Jersey
$28.1K
AIM
2893
Access Investment Management
Georgia
$27.2K
ECM
2894
Estabrook Capital Management
New York
$26.3K
SFAM
2895
Sawyer Falduto Asset Management
Illinois
$25.9K
JGCM
2896
Joseph Group Capital Management
Ohio
$25.9K
EWM
2897
Evolution Wealth Management
Florida
$24.8K
PIS
2898
POM Investment Strategies
North Carolina
$23.5K
CFM
2899
Cornerstone Financial Management
Massachusetts
$23.3K
IW
2900
Imprint Wealth
South Carolina
$22.6K