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
TPBG
2951
Turning Point Benefit Group
Maryland
$8.51K
HAP
2952
Harbor Asset Planning
Massachusetts
$8.14K
AP
2953
Aspect Partners
Virginia
$8.14K
EFMH
2954
E Fund Management (HK)
Hong Kong
$8.12K
NWM
2955
Nova Wealth Management
Florida
$8.06K
MSFP
2956
Mark Sheptoff Financial Planning
Connecticut
$7.77K
CC
2957
Corsicana & Co
Texas
$7.77K
MAS
2958
MPWM Advisory Solutions
Georgia
$7.77K
IA
2959
IFS Advisors
Kansas
$7.4K
CMA
2960
Cedar Mountain Advisors
Oregon
$7.03K
RPA
2961
Redwood Park Advisors
California
$6.68K
DCM
2962
Davis Capital Management
Florida
$6.66K
WA
2963
WestEnd Advisors
North Carolina
$6.66K
CFP
2964
Comprehensive Financial Planning
Pennsylvania
$6.29K
TAM
2965
Tucker Asset Management
Colorado
$6.29K
QWM
2966
Quaker Wealth Management
New Jersey
$5.92K
MB
2967
MidFirst Bank
Oklahoma
$5.92K
HIA
2968
HFM Investment Advisors
New Jersey
$4.81K
PS
2969
PayPay Securities
Japan
$4.81K
DI
2970
DAGCO Inc
Ohio
$4.07K
SFS
2971
Sunrise Financial Services
Washington
$4.07K
BMC
2972
Bear Mountain Capital
Washington
$3.97K
WAS
2973
Winch Advisory Services
Wisconsin
$3.86K
YAL
2974
Your Advocates Ltd
Texas
$3.79K
TCM
2975
TD Capital Management
Tennessee
$3.71K