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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
Jacobs Levy Equity Management
3001
Jacobs Levy Equity Management
New Jersey
NSEDCP
3002
NJ State Employees Deferred Compensation Plan
New Jersey
NCM
3003
Nearwater Capital Markets
Ireland
AIM
3004
Artemis Investment Management
United Kingdom
JGC
3005
J. Goldman & Co
New York
EF
3006
Empowered Funds
Pennsylvania
LCM
3007
Landscape Capital Management
New Jersey
OBAM
3008
ODDO BHF Asset Management
France
ZF
3009
Zhang Financial
Michigan
BJL
3010
Brighton Jones LLC
Washington
QC
3011
Quantessence Capital
New York
BAM
3012
Bell Asset Management
Australia
OAM
3013
Oppenheimer Asset Management
New York
RBA
3014
Richard Bernstein Advisors
New York
WAM
3015
Weiss Asset Management
Massachusetts
LKIM
3016
Lawson Kroeker Investment Management
Nebraska
WG
3017
Winton Group
United Kingdom
SCM
3018
Sirios Capital Management
Massachusetts
SC
3019
SummitTX Capital
Texas
P
3020
Pitcairn
Pennsylvania
BAM
3021
BOCHK Asset Management
Hong Kong
Blackstone Inc
3022
Blackstone Inc
New York
SMH
3023
Sanders Morris Harris
Texas
VT
3024
Volterra Technologies
New York
CAS
3025
CTC Alternative Strategies
Illinois