AXP icon

American Express

3,016 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 417 funds opening new positions, 1,058 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:

1.57% more ownership

Funds ownership: 83.62%85.2% (+1.6%)

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: 1,058 | Existing positions reduced: 1,121

Holders
3,016
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
GWM
3001
Gilpin Wealth Management
Colorado
$3.33K
RWS
3002
Retirement Wealth Solutions
Wisconsin
$2.96K
IPS
3003
Investors Portfolio Services
Washington
$2.96K
SA
3004
Seneschal Advisors
Washington
$2.59K
CWM
3005
Copia Wealth Management
Oregon
$2.59K
LA
3006
LM Advisors
California
$2.07K
HC
3007
Hara Capital
Washington
$1.85K
BIM
3008
Breakwater Investment Management
Washington
$1.85K
BGWM
3009
Bridge Generations Wealth Management
Florida
$1.48K
WA
3010
Whipplewood Advisors
Colorado
$1.48K
SRCM
3011
Signature Resources Capital Management
California
$1.11K
CNBT
3012
Cornerstone National Bank & Trust
Illinois
$1.11K
DWM
3013
Darwin Wealth Management
Florida
$1.11K
BWM
3014
Benson Wealth Management
Tennessee
$740
NL
3015
NorthAvenue LLC
Ohio
$740
CWP
3016
Clark Wealth Partners
Illinois
$370
TAM
3017
Troy Asset Management
United Kingdom
Walleye Trading
3018
Walleye Trading
New York
Zurich Cantonal Bank
3019
Zurich Cantonal Bank
Switzerland
AIM
3020
Achmea Investment Management
Netherlands
AT
3021
AMF Tjänstepension
Sweden
Canada Life
3022
Canada Life
Manitoba, Canada
OC
3023
Oppenheimer & Co
New York
WIM
3024
Waverton Investment Management
United Kingdom
Jacobs Levy Equity Management
3025
Jacobs Levy Equity Management
New Jersey