We are live on ! Find out more
AXP icon

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
GC
501
Grimes & Company
Massachusetts
$14.1M
MO
502
McMillan Office
Michigan
$14.1M
UAM
503
Unison Asset Management
Florida
$14.1M
SVCP
504
Silicon Valley Capital Partners
California
$14M
DADC
505
D.A. Davidson & Co
Montana
$14M
RCM
506
Radnor Capital Management
Pennsylvania
$13.8M
KFC
507
Klingenstein Fields & Co
New York
$13.8M
DT
508
Diversified Trust
Tennessee
$13.8M
NAS
509
NWF Advisory Services
California
$13.7M
IIC
510
Ironwood Investment Counsel
Arizona
$13.7M
RCW
511
Rheos Capital Works
Japan
$13.6M
Walleye Capital
512
Walleye Capital
New York
$13.5M
HAG
513
HighPoint Advisor Group
Illinois
$13.5M
HVIA
514
Hudson Valley Investment Advisors
New York
$13.5M
FFM
515
Fisher Funds Management
New Zealand
$13.5M
PAG
516
Private Advisory Group
Washington
$13.4M
CA
517
Cornerstone Advisors
North Carolina
$13.4M
LOAMS
518
Lombard Odier Asset Management (Switzerland)
Switzerland
$13.3M
BCPWM
519
Bradley & Co Private Wealth Management
Florida
$13.3M
SAM
520
Stansberry Asset Management
Texas
$13.2M
CWP
521
Cyndeo Wealth Partners
Florida
$13.2M
MIH
522
Meitav Investment House
Israel
$13.2M
CI
523
CX Institutional
Indiana
$13.2M
SF
524
Summit Financial
New Jersey
$13.1M
ASN
525
Advisory Services Network
Georgia
$13M