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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
EOJOAM
701
E. Ohman J:or Asset Management
Sweden
$7.19M
LC
702
Lincoln Capital
Nebraska
$7.13M
BL
703
BFSG LLC
California
$7.1M
CC
704
Courier Capital
New York
$7.06M
WG
705
Welch Group
Alabama
$6.99M
SCA
706
Snowden Capital Advisors
New York
$6.98M
NDSIB
707
North Dakota State Investment Board
North Dakota
$6.97M
MVA
708
Mount Vernon Associates
Maryland
$6.92M
MWM
709
Modera Wealth Management
New Jersey
$6.91M
CCT
710
Chemung Canal Trust
New York
$6.89M
BBL
711
Beck Bode LLC
Massachusetts
$6.85M
VFA
712
Valeo Financial Advisors
Indiana
$6.83M
CIC
713
Chase Investment Counsel
Virginia
$6.82M
MAM
714
Mirabaud Asset Management
United Kingdom
$6.82M
BCV
715
Banque Cantonale Vaudoise
Switzerland
$6.81M
LSA
716
L & S Advisors
California
$6.77M
VanEck Associates
717
VanEck Associates
New York
$6.76M
SI
718
Stephens Inc
Arkansas
$6.76M
SCP
719
Seizert Capital Partners
Michigan
$6.72M
TA
720
TKG Advisors
Indiana
$6.7M
CT
721
Caldwell Trust
Florida
$6.7M
JSW
722
Journey Strategic Wealth
New Jersey
$6.68M
MA
723
Montag & Associates
Georgia
$6.68M
GT
724
Glenview Trust
Kentucky
$6.67M
SAM
725
Sagewood Asset Management
New York
$6.66M