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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
DADC
501
D.A. Davidson & Co
Montana
$14M
RCM
502
Radnor Capital Management
Pennsylvania
$13.8M
KFC
503
Klingenstein Fields & Co
New York
$13.8M
DT
504
Diversified Trust
Tennessee
$13.8M
NAS
505
NWF Advisory Services
California
$13.7M
IIC
506
Ironwood Investment Counsel
Arizona
$13.7M
RCW
507
Rheos Capital Works
Japan
$13.6M
Walleye Capital
508
Walleye Capital
New York
$13.5M
HVIA
509
Hudson Valley Investment Advisors
New York
$13.5M
FFM
510
Fisher Funds Management
New Zealand
$13.5M
PAG
511
Private Advisory Group
Washington
$13.4M
CA
512
Cornerstone Advisors
North Carolina
$13.4M
LOAMS
513
Lombard Odier Asset Management (Switzerland)
Switzerland
$13.3M
BCPWM
514
Bradley & Co Private Wealth Management
Florida
$13.3M
SAM
515
Stansberry Asset Management
Texas
$13.2M
CWP
516
Cyndeo Wealth Partners
Florida
$13.2M
MIH
517
Meitav Investment House
Israel
$13.2M
CI
518
CX Institutional
Indiana
$13.2M
SF
519
Summit Financial
New Jersey
$13.1M
ASN
520
Advisory Services Network
Georgia
$13M
OCA
521
OpenArc Corporate Advisory
Georgia
$12.9M
SCA
522
Stokes Capital Advisors
South Carolina
$12.9M
WCM
523
Westend Capital Management
California
$12.8M
B
524
Bensler
Washington
$12.8M
KRS
525
Kentucky Retirement Systems
Kentucky
$12.8M