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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
ABTD
626
Arvest Bank Trust Division
Oklahoma
$8.87M
HI
627
Hendershot Investments
Virginia
$8.84M
Grantham, Mayo, Van Otterloo & Co (GMO)
628
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.84M
WS
629
Wedbush Securities
California
$8.77M
MYA
630
Meiji Yasuda America
New York
$8.76M
CG
631
Caprock Group
Idaho
$8.76M
CIS
632
Capital International Sarl
California
$8.75M
FCH
633
Freestone Capital Holdings
Washington
$8.7M
CI
634
Ceera Investments
Texas
$8.69M
PS
635
Principal Securities
Iowa
$8.69M
CA
636
Commerzbank Aktiengesellschaft
Germany
$8.69M
GIA
637
Gladstone Institutional Advisory
Florida
$8.67M
ACM
638
Adalta Capital Management
New York
$8.6M
IC
639
IEQ Capital
California
$8.59M
BCM
640
Bretton Capital Management
California
$8.55M
OAC
641
OMERS Administration Corp
Ontario, Canada
$8.53M
RC
642
RBF Capital
California
$8.51M
QCM
643
Qsemble Capital Management
New York
$8.51M
LGF
644
LGT Group Foundation
Liechtenstein
$8.49M
OIA
645
OneDigital Investment Advisors
Kansas
$8.47M
JWCA
646
J.W. Cole Advisors
Florida
$8.44M
BP
647
Ballentine Partners
Massachusetts
$8.43M
BZWA
648
Blue Zone Wealth Advisors
California
$8.33M
JEST
649
JTC Employer Solutions Trustee
Jersey
$8.33M
NGA
650
Naples Global Advisors
Florida
$8.31M