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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
NAM
651
NorthCrest Asset Manangement
Minnesota
$8.31M
SWP
652
Sagespring Wealth Partners
Tennessee
$8.27M
WCM
653
Wisconsin Capital Management
Wisconsin
$8.26M
IWS
654
Insight Wealth Strategies
California
$8.26M
ALMGDA
655
AG2R La Mondiale Gestion d'Actifs
France
$8.21M
HT
656
Heritage Trust
Oklahoma
$8.21M
FM
657
Family Management
New York
$8.21M
PAS
658
Park Avenue Securities
New York
$8.21M
GXJ
659
Global X Japan
Japan
$8.18M
CT
660
Chicago Trust
Illinois
$8.18M
MSE
661
MUFG Securities EMEA
United Kingdom
$8.15M
BFG
662
Bleakley Financial Group
New Jersey
$8.12M
SCP
663
Sandhill Capital Partners
New York
$8.07M
FIB
664
First Interstate Bank
Montana
$8.02M
NG
665
Northstar Group
New York
$7.97M
SIM
666
Seaview Investment Managers
Florida
$7.95M
FG
667
Fiduciary Group
Georgia
$7.94M
CIM
668
Chapman Investment Management
California
$7.93M
PIM
669
Plato Investment Management
Australia
$7.92M
B
670
Bailard
California
$7.91M
AG
671
AIA Group
Hong Kong
$7.88M
JA
672
JLB & Associates
Michigan
$7.88M
FSA
673
Fort Sheridan Advisors
Illinois
$7.87M
NAAA
674
New Age Alpha Advisors
New York
$7.83M
FNFDCM
675
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.82M