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American Express

2,976 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 393 funds opening new positions, 1,049 increasing their positions, 1,117 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:

1.49% more ownership

Funds ownership: 83.61%85.1% (+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: 1,049 | Existing positions reduced: 1,117

Holders
2,976
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
UF
476
Univest Financial
Pennsylvania
$15.3M
VCAM
477
Van Cleef Asset Management
Ohio
$15.2M
GFG
478
Greystone Financial Group
Michigan
$15.2M
SIM
479
Stratos Investment Management
Ohio
$15M
PCH
480
Polar Capital Holdings
United Kingdom
$14.9M
KA
481
Kintegral Advisory
New York
$14.9M
WF
482
WoodTrust Financial
Wisconsin
$14.9M
WSCM
483
Wellington Shields Capital Management
New York
$14.8M
ET
484
Entropy Technologies
New York
$14.7M
TFA
485
Teamwork Financial Advisors
Texas
$14.6M
NW
486
NewEdge Wealth
Pennsylvania
$14.6M
NLGIA
487
Nippon Life Global Investors Americas
New York
$14.6M
MKA
488
M. Kulyk & Associates
Georgia
$14.5M
Capital Fund Management (CFM)
489
Capital Fund Management (CFM)
France
$14.4M
WTC
490
WhitTier Trust Company
Nevada
$14.4M
NI
491
NFC Investments
Tennessee
$14.3M
SCM
492
Shelton Capital Management
Colorado
$14.3M
MSU
493
Mizuho Securities USA
New York
$14.3M
CSP
494
Cary Street Partners
Virginia
$14.2M
Carson Wealth (CWM LLC)
495
Carson Wealth (CWM LLC)
Nebraska
$14.2M
FA
496
Financial Avengers
California
$14.1M
GC
497
Grimes & Company
Massachusetts
$14.1M
MO
498
McMillan Office
Michigan
$14.1M
UAM
499
Unison Asset Management
Florida
$14.1M
SVCP
500
Silicon Valley Capital Partners
California
$14M