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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
MIM
551
Martin Investment Management
Florida
$11.8M
KFP
552
KMG Fiduciary Partners
Ohio
$11.6M
LT
553
Legacy Trust
Michigan
$11.6M
HAG
554
HighPoint Advisor Group
Illinois
$11.6M
PAI
555
Pittenger & Anderson Inc
Nebraska
$11.5M
CFO
556
Callan Family Office
Pennsylvania
$11.5M
HIMCH
557
Hartford Investment Management Co (HIMCO)
Connecticut
$11.5M
SWP
558
Stratos Wealth Partners
Ohio
$11.4M
GIC
559
Generali Investments CEE
Czech Republic
$11.4M
BPC
560
Bearing Point Capital
Minnesota
$11.3M
TSW
561
Thompson Siegel & Walmsley
Virginia
$11.3M
DJSG
562
D.J. St. Germain
Massachusetts
$11.2M
IAA
563
Independent Advisor Alliance
North Carolina
$11M
PEAK6
564
PEAK6
Illinois
$11M
TRCT
565
Tower Research Capital (TRC)
New York
$11M
PBC
566
Pavion Blue Capital
California
$10.8M
IG
567
ING Group
Netherlands
$10.8M
CIM
568
Contravisory Investment Management
Massachusetts
$10.8M
HCMT
569
Highland Capital Management (Tennessee)
Tennessee
$10.7M
SMI
570
Shelter Mutual Insurance
Missouri
$10.6M
BEI
571
Benjamin Edwards Inc
Missouri
$10.6M
EWA
572
EP Wealth Advisors
California
$10.6M
TW
573
Trajan Wealth
Arizona
$10.5M
GIBU
574
Gulf International Bank (UK)
United Kingdom
$10.5M
MWA
575
MFA Wealth Advisors
Pennsylvania
$10.5M