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American Express

2,975 hedge funds and large institutions have $216B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 393 funds opening new positions, 1,049 increasing their positions, 1,116 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 capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

1.38% more ownership

Funds ownership: 83.61%84.99% (+1.4%)

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: 1,049 | Existing positions reduced: 1,116

Holders
2,975
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
105
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
CIM
326
Coleford Investment Management
Canada
$32.5M
TWC
327
TD Waterhouse Canada
Ontario, Canada
$32.4M
Wealthfront Advisers
328
Wealthfront Advisers
California
$32.4M
WF
329
Welch & Forbes
Massachusetts
$32.3M
WA
330
Waverly Advisors
Alabama
$32.2M
SMFG
331
Sumitomo Mitsui Financial Group
Japan
$32.1M
RWP
332
RWA Wealth Partners
Massachusetts
$32M
CCM
333
Chilton Capital Management
Texas
$31.9M
FSA
334
Franklin Street Advisors
North Carolina
$31.6M
N
335
Natixis
France
$31.5M
QP
336
Quilter Plc
United Kingdom
$31.5M
CTA
337
Chesley Taft & Associates
Illinois
$31.2M
BAMF
338
BI Asset Management Fondsmaeglerselskab
Denmark
$31.1M
Robeco Institutional Asset Management
339
Robeco Institutional Asset Management
Netherlands
$31M
P
340
&Partners
Tennessee
$30.9M
EI
341
Ethic Inc
New York
$30.8M
PFSRSONJ
342
Police & Firemen's Retirement System of New Jersey
New Jersey
$30.6M
DIA
343
Dana Investment Advisors
Wisconsin
$30.3M
GAG
344
GM Advisory Group
New York
$30.2M
AssetMark Inc
345
AssetMark Inc
California
$30.1M
CIBC World Market
346
CIBC World Market
Ontario, Canada
$29.8M
TCM
347
Thames Capital Management
New Jersey
$29.8M
Mirae Asset Global ETFs Holdings
348
Mirae Asset Global ETFs Holdings
Hong Kong
$29.7M
IIM
349
INTECH Investment Management
Florida
$29.4M
LCM
350
LVM Capital Management
Michigan
$29.3M