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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
PA
576
Procyon Advisors
Connecticut
$10.5M
EH
577
Equitable Holdings
New York
$10.4M
MIM
578
Morningstar Investment Management
Illinois
$10.4M
BWAM
579
Boyd Watterson Asset Management
Ohio
$10.3M
LSERS
580
Louisiana State Employees Retirement System
Louisiana
$10.1M
1SB
581
1ST Source Bank
Indiana
$10.1M
HL
582
HeadInvest LLC
Maine
$10.1M
MGP
583
Metis Global Partners
California
$10M
MSRPS
584
Maryland State Retirement & Pension System
Maryland
$10M
NEI
585
Northwest & Ethical Investments
Ontario, Canada
$9.97M
BT
586
Banque Transatlantique
France
$9.85M
CT
587
Coastline Trust
Rhode Island
$9.79M
Assenagon Asset Management
588
Assenagon Asset Management
Luxembourg
$9.75M
UB
589
UMB Bank
Missouri
$9.75M
GCM
590
Genus Capital Management
British Columbia, Canada
$9.75M
Kovitz Investment Group Partners
591
Kovitz Investment Group Partners
Illinois
$9.73M
FG
592
Foster Group
Iowa
$9.72M
RIM
593
Reliant Investment Management
Tennessee
$9.67M
Hudson Bay Capital Management
594
Hudson Bay Capital Management
Connecticut
$9.65M
RSWM
595
Robertson Stephens Wealth Management
California
$9.61M
DA
596
DCM Advisors
New York
$9.51M
ANTB
597
AMG National Trust Bank
Colorado
$9.4M
CTC
598
Central Trust Company
Missouri
$9.38M
GP
599
Guardian Partners
Canada
$9.36M
PWMAG
600
Pinnacle Wealth Management Advisory Group
New Jersey
$9.35M