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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
OPERF
401
Oregon Public Employees Retirement Fund
Oregon
$22.8M
WAS
402
Wesleyan Assurance Society
United Kingdom
$22.8M
CWM
403
Calamos Wealth Management
Illinois
$22.7M
MWM
404
Moran Wealth Management
Florida
$22.5M
PWM
405
Perigon Wealth Management
California
$22.5M
SFA
406
Sequoia Financial Advisors
Ohio
$22.4M
AF
407
Align Financial
Minnesota
$22.2M
YCM
408
Yousif Capital Management
Michigan
$22.1M
DK
409
DJE Kapital
Germany
$22.1M
GGS
410
Galvin Gaustad & Stein
Arizona
$21.6M
MOACM
411
Mutual of America Capital Management
New York
$21.3M
WIC
412
Willis Investment Counsel
Georgia
$21M
NCM
413
Narwhal Capital Management
Georgia
$20.8M
GIA
414
GHP Investment Advisors
Colorado
$20.6M
ET
415
Equitable Trust
Tennessee
$20.4M
AAIS
416
ABN AMRO Investment Solutions
$20.3M
SAM
417
Silvercrest Asset Management
New York
$20.2M
Group One Trading
418
Group One Trading
Illinois
$20M
TAM
419
Tocqueville Asset Management
New York
$19.9M
FGP
420
Foyston, Gordon, & Payne
Ontario, Canada
$19.7M
ACA
421
Anchor Capital Advisors
Massachusetts
$19.7M
PAG
422
Private Advisor Group
New Jersey
$19.5M
CAM
423
Carret Asset Management
New York
$19.4M
NRS
424
Neville Rodie & Shaw
New York
$19.3M
MGIA
425
Matthew Goff Investment Advisor
Texas
$19.2M