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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
OCA
526
OpenArc Corporate Advisory
Georgia
$12.9M
SCA
527
Stokes Capital Advisors
South Carolina
$12.9M
WCM
528
Westend Capital Management
California
$12.8M
B
529
Bensler
Washington
$12.8M
KRS
530
Kentucky Retirement Systems
Kentucky
$12.8M
MHC
531
Meyer Handelman Company
New York
$12.7M
LNWTC
532
Laird Norton Wetherby Trust Company
Washington
$12.7M
JC
533
Jacobs & Co
California
$12.7M
TGIA
534
Torrey Growth & Income Advisors
California
$12.6M
RB
535
Rodgers Brothers
Pennsylvania
$12.5M
SAM
536
SP Asset Management
California
$12.5M
NFGCM
537
Norman Fields Gottscho Capital Management
New York
$12.4M
MOS
538
MGO One Seven
Ohio
$12.4M
SFI
539
Susquehanna Fundamental Investments
Pennsylvania
$12.3M
GG
540
Greenwood Gearhart
Arkansas
$12.3M
SC
541
Scotia Capital
Ontario, Canada
$12.2M
VT
542
Vise Technologies
New York
$12.2M
IEFM
543
IQ EQ Fund Management
Ireland
$12.1M
PC
544
Port Capital
Illinois
$12.1M
ELC
545
Edgar Lomax Company
Virginia
$12M
SWIG
546
Strategic Wealth Investment Group
Kentucky
$12M
LSWM
547
Lorne Steinberg Wealth Management
Canada
$12M
WAM
548
Winslow Asset Management
Ohio
$12M
BA
549
Bridgewater Associates
Connecticut
$11.9M
LP
550
LB Partners
Virginia
$11.8M