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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
BEI
576
Benjamin Edwards Inc
Missouri
$10.6M
EWA
577
EP Wealth Advisors
California
$10.6M
TW
578
Trajan Wealth
Arizona
$10.5M
GIBU
579
Gulf International Bank (UK)
United Kingdom
$10.5M
MWA
580
MFA Wealth Advisors
Pennsylvania
$10.5M
PA
581
Procyon Advisors
Connecticut
$10.5M
EH
582
Equitable Holdings
New York
$10.4M
MIM
583
Morningstar Investment Management
Illinois
$10.4M
BWAM
584
Boyd Watterson Asset Management
Ohio
$10.3M
LSERS
585
Louisiana State Employees Retirement System
Louisiana
$10.1M
1SB
586
1ST Source Bank
Indiana
$10.1M
HL
587
HeadInvest LLC
Maine
$10.1M
MGP
588
Metis Global Partners
California
$10M
MSRPS
589
Maryland State Retirement & Pension System
Maryland
$10M
NEI
590
Northwest & Ethical Investments
Ontario, Canada
$9.97M
BT
591
Banque Transatlantique
France
$9.85M
CT
592
Coastline Trust
Rhode Island
$9.79M
Assenagon Asset Management
593
Assenagon Asset Management
Luxembourg
$9.75M
UB
594
UMB Bank
Missouri
$9.75M
GCM
595
Genus Capital Management
British Columbia, Canada
$9.75M
Kovitz Investment Group Partners
596
Kovitz Investment Group Partners
Illinois
$9.73M
FG
597
Foster Group
Iowa
$9.72M
RIM
598
Reliant Investment Management
Tennessee
$9.67M
Hudson Bay Capital Management
599
Hudson Bay Capital Management
Connecticut
$9.65M
RSWM
600
Robertson Stephens Wealth Management
California
$9.61M