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American Express

3,025 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 422 funds opening new positions, 1,059 increasing their positions, 1,123 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:

1.53% more ownership

Funds ownership: 83.69%85.23% (+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: 1,059 | Existing positions reduced: 1,123

Holders
3,025
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
DILIC
401
Dai-ichi Life Insurance Company
Japan
$23.2M
HPIA
402
Hamilton Point Investment Advisors
North Carolina
$23.2M
BFG
403
Birch Financial Group
New Hampshire
$22.9M
LTI
404
Laffer Tengler Investments
Tennessee
$22.9M
OPERF
405
Oregon Public Employees Retirement Fund
Oregon
$22.8M
WAS
406
Wesleyan Assurance Society
United Kingdom
$22.8M
CWM
407
Calamos Wealth Management
Illinois
$22.7M
MWM
408
Moran Wealth Management
Florida
$22.5M
PWM
409
Perigon Wealth Management
California
$22.5M
SFA
410
Sequoia Financial Advisors
Ohio
$22.4M
AF
411
Align Financial
Minnesota
$22.2M
YCM
412
Yousif Capital Management
Michigan
$22.1M
DK
413
DJE Kapital
Germany
$22.1M
GGS
414
Galvin Gaustad & Stein
Arizona
$21.6M
MOACM
415
Mutual of America Capital Management
New York
$21.3M
WIC
416
Willis Investment Counsel
Georgia
$21M
NCM
417
Narwhal Capital Management
Georgia
$20.8M
GIA
418
GHP Investment Advisors
Colorado
$20.6M
ET
419
Equitable Trust
Tennessee
$20.4M
AAIS
420
ABN AMRO Investment Solutions
$20.3M
SAM
421
Silvercrest Asset Management
New York
$20.2M
Group One Trading
422
Group One Trading
Illinois
$20M
TAM
423
Tocqueville Asset Management
New York
$19.9M
FGP
424
Foyston, Gordon, & Payne
Ontario, Canada
$19.7M
ACA
425
Anchor Capital Advisors
Massachusetts
$19.7M