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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
HT
651
Heritage Trust
Oklahoma
$8.21M
FM
652
Family Management
New York
$8.21M
PAS
653
Park Avenue Securities
New York
$8.21M
GXJ
654
Global X Japan
Japan
$8.18M
CT
655
Chicago Trust
Illinois
$8.18M
MSE
656
MUFG Securities EMEA
United Kingdom
$8.15M
BFG
657
Bleakley Financial Group
New Jersey
$8.12M
SCP
658
Sandhill Capital Partners
New York
$8.07M
BCAM
659
Boston Common Asset Management
Massachusetts
$8.04M
FIB
660
First Interstate Bank
Montana
$8.02M
NG
661
Northstar Group
New York
$7.97M
SIM
662
Seaview Investment Managers
Florida
$7.95M
FG
663
Fiduciary Group
Georgia
$7.94M
CIM
664
Chapman Investment Management
California
$7.93M
PIM
665
Plato Investment Management
Australia
$7.92M
B
666
Bailard
California
$7.91M
AG
667
AIA Group
Hong Kong
$7.88M
JA
668
JLB & Associates
Michigan
$7.88M
FSA
669
Fort Sheridan Advisors
Illinois
$7.87M
NAAA
670
New Age Alpha Advisors
New York
$7.83M
FNFDCM
671
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.82M
CCM
672
Condor Capital Management
New Jersey
$7.81M
STA
673
Summit Trail Advisors
New York
$7.79M
Envestnet Portfolio Solutions
674
Envestnet Portfolio Solutions
Illinois
$7.79M
FMI
675
F/M Investments
District of Columbia
$7.77M