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American Express

2,978 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 395 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
2,978
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
CG
626
Caprock Group
Idaho
$8.76M
CIS
627
Capital International Sarl
California
$8.75M
FCH
628
Freestone Capital Holdings
Washington
$8.7M
CI
629
Ceera Investments
Texas
$8.69M
PS
630
Principal Securities
Iowa
$8.69M
CA
631
Commerzbank Aktiengesellschaft
Germany
$8.69M
GIA
632
Gladstone Institutional Advisory
Florida
$8.67M
ACM
633
Adalta Capital Management
New York
$8.6M
IC
634
IEQ Capital
California
$8.59M
BCM
635
Bretton Capital Management
California
$8.55M
OAC
636
OMERS Administration Corp
Ontario, Canada
$8.53M
RC
637
RBF Capital
California
$8.51M
QCM
638
Qsemble Capital Management
New York
$8.51M
LGF
639
LGT Group Foundation
Liechtenstein
$8.49M
OIA
640
OneDigital Investment Advisors
Kansas
$8.47M
JWCA
641
J.W. Cole Advisors
Florida
$8.44M
BP
642
Ballentine Partners
Massachusetts
$8.43M
BZWA
643
Blue Zone Wealth Advisors
California
$8.33M
JEST
644
JTC Employer Solutions Trustee
Jersey
$8.33M
NGA
645
Naples Global Advisors
Florida
$8.31M
NAM
646
NorthCrest Asset Manangement
Minnesota
$8.31M
SWP
647
Sagespring Wealth Partners
Tennessee
$8.27M
WCM
648
Wisconsin Capital Management
Wisconsin
$8.26M
IWS
649
Insight Wealth Strategies
California
$8.26M
ALMGDA
650
AG2R La Mondiale Gestion d'Actifs
France
$8.21M