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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
DA
601
DCM Advisors
New York
$9.51M
ANTB
602
AMG National Trust Bank
Colorado
$9.4M
CTC
603
Central Trust Company
Missouri
$9.38M
GP
604
Guardian Partners
Canada
$9.36M
PWMAG
605
Pinnacle Wealth Management Advisory Group
New Jersey
$9.35M
BF
606
BOK Financial
Oklahoma
$9.33M
Bessemer Group
607
Bessemer Group
New Jersey
$9.28M
SC
608
Savant Capital
Illinois
$9.27M
MASUI
609
MIRAE ASSET SECURITIES (USA) INC.
New York
$9.27M
CCG
610
Chatham Capital Group
Georgia
$9.26M
SCM
611
Silvant Capital Management
Georgia
$9.22M
CL
612
Choreo LLC
Illinois
$9.19M
DWT
613
Dorsey & Whitney Trust
South Dakota
$9.17M
RAM
614
Riggs Asset Management
Pennsylvania
$9.17M
NMERB
615
New Mexico Educational Retirement Board
New Mexico
$9.16M
RC
616
Roundview Capital
New Jersey
$9.13M
TCOV
617
Trust Company of Vermont
Vermont
$9.11M
TIP
618
Torray Investment Partners
Maryland
$8.98M
ONB
619
Old National Bancorp
Indiana
$8.97M
ADL
620
Asset Dedication LLC
California
$8.95M
VVP
621
Venture Visionary Partners
Ohio
$8.92M
KFS
622
Kurt F. Somerville
$8.92M
KWM
623
Kingsview Wealth Management
Oregon
$8.91M
GAM
624
Gotham Asset Management
New York
$8.9M
CLIP
625
Colter Lewis Investment Partners
Connecticut
$8.87M