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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
JSAM
2976
J. Safra Asset Management
New York
$3.7K
GWM
2977
Gilpin Wealth Management
Colorado
$3.33K
IPS
2978
Investors Portfolio Services
Washington
$2.96K
RWS
2979
Retirement Wealth Solutions
Wisconsin
$2.96K
SA
2980
Seneschal Advisors
Washington
$2.59K
CWM
2981
Copia Wealth Management
Oregon
$2.59K
LA
2982
LM Advisors
California
$2.07K
HC
2983
Hara Capital
Washington
$1.85K
BIM
2984
Breakwater Investment Management
Washington
$1.85K
BGWM
2985
Bridge Generations Wealth Management
Florida
$1.48K
WA
2986
Whipplewood Advisors
Colorado
$1.48K
SRCM
2987
Signature Resources Capital Management
California
$1.11K
CNBT
2988
Cornerstone National Bank & Trust
Illinois
$1.11K
DWM
2989
Darwin Wealth Management
Florida
$1.11K
BWM
2990
Benson Wealth Management
Tennessee
$740
NL
2991
NorthAvenue LLC
Ohio
$740
CWP
2992
Clark Wealth Partners
Illinois
$370
TAM
2993
Troy Asset Management
United Kingdom
Walleye Trading
2994
Walleye Trading
New York
Zurich Cantonal Bank
2995
Zurich Cantonal Bank
Switzerland
AIM
2996
Achmea Investment Management
Netherlands
AT
2997
AMF Tjänstepension
Sweden
Canada Life
2998
Canada Life
Manitoba, Canada
OC
2999
Oppenheimer & Co
New York
WIM
3000
Waverton Investment Management
United Kingdom