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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
AF
476
Avanza Fonder
Sweden
$15.5M
SC
477
Searle & Co
Connecticut
$15.4M
OIMU
478
Osmosis Investment Management UK
United Kingdom
$15.4M
SJL
479
Shayne & Jacobs LLC
Tennessee
$15.3M
UF
480
Univest Financial
Pennsylvania
$15.3M
VCAM
481
Van Cleef Asset Management
Ohio
$15.2M
GFG
482
Greystone Financial Group
Michigan
$15.2M
SIM
483
Stratos Investment Management
Ohio
$15M
PCH
484
Polar Capital Holdings
United Kingdom
$14.9M
KA
485
Kintegral Advisory
New York
$14.9M
WF
486
WoodTrust Financial
Wisconsin
$14.9M
WSCM
487
Wellington Shields Capital Management
New York
$14.8M
ET
488
Entropy Technologies
New York
$14.7M
TFA
489
Teamwork Financial Advisors
Texas
$14.6M
NW
490
NewEdge Wealth
Pennsylvania
$14.6M
NLGIA
491
Nippon Life Global Investors Americas
New York
$14.6M
MKA
492
M. Kulyk & Associates
Georgia
$14.5M
Capital Fund Management (CFM)
493
Capital Fund Management (CFM)
France
$14.4M
WTC
494
WhitTier Trust Company
Nevada
$14.4M
NI
495
NFC Investments
Tennessee
$14.3M
SCM
496
Shelton Capital Management
Colorado
$14.3M
MSU
497
Mizuho Securities USA
New York
$14.3M
CSP
498
Cary Street Partners
Virginia
$14.2M
Carson Wealth (CWM LLC)
499
Carson Wealth (CWM LLC)
Nebraska
$14.2M
FA
500
Financial Avengers
California
$14.1M