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American Express

2,975 hedge funds and large institutions have $216B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 393 funds opening new positions, 1,049 increasing their positions, 1,116 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:

1.38% more ownership

Funds ownership: 83.61%84.99% (+1.4%)

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: 1,116

Holders
2,975
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
SG Americas Securities
51
SG Americas Securities
New York
$442M
National Pension Service
52
National Pension Service
South Korea
$438M
Barrow, Hanley, Mewhinney & Strauss
53
Barrow, Hanley, Mewhinney & Strauss
Texas
$407M
PTC
54
Provident Trust Company
Wisconsin
$399M
BNP Paribas Asset Management
55
BNP Paribas Asset Management
France
$397M
Raymond James Financial
56
Raymond James Financial
Florida
$388M
Public Employees Retirement Association of Colorado
57
Public Employees Retirement Association of Colorado
Colorado
$384M
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$381M
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$377M
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$365M
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$361M
LPL Financial
62
LPL Financial
California
$341M
AIM
63
Alphinity Investment Management
Australia
$339M
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$316M
Pictet Asset Management
65
Pictet Asset Management
Switzerland
$309M
Principal Financial Group
66
Principal Financial Group
Iowa
$303M
SCM
67
Smead Capital Management
Arizona
$284M
BGC
68
Beutel, Goodman & Co
Ontario, Canada
$283M
Parallax Volatility Advisers
69
Parallax Volatility Advisers
California
$272M
Citigroup
70
Citigroup
New York
$265M
Stifel Financial
71
Stifel Financial
Missouri
$262M
William Blair & Company
72
William Blair & Company
Illinois
$259M
Aberdeen Group
73
Aberdeen Group
United Kingdom
$252M
Canada Pension Plan Investment Board
74
Canada Pension Plan Investment Board
Ontario, Canada
$236M
Universal-Beteiligungs- und Servicegesellschaft
75
Universal-Beteiligungs- und Servicegesellschaft
Germany
$233M