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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
CAM
776
Covenant Asset Management
New Jersey
$5.75M
CA
777
CoreCap Advisors
Michigan
$5.75M
AIA
778
AssuredPartners Investment Advisors
Florida
$5.69M
SLI
779
Sumitomo Life Insurance
Japan
$5.66M
SC
780
SouthState Corp
Florida
$5.65M
FMWA
781
Forvis Mazars Wealth Advisors
Missouri
$5.64M
NRG
782
Nemes Rush Group
Michigan
$5.62M
CBA
783
Coastal Bridge Advisors
Connecticut
$5.57M
EFMC
784
Empire Financial Management Company
New York
$5.56M
RCM
785
Regency Capital Management
Hawaii
$5.55M
MJP
786
Michael J. Puzo
$5.52M
CIC
787
Carnegie Investment Counsel
Ohio
$5.51M
AMI
788
Amica Mutual Insurance
Rhode Island
$5.49M
CI
789
Conning Inc
Connecticut
$5.47M
FRA
790
Frank Rimerman Advisors
California
$5.46M
MC
791
Mathes Company
New York
$5.45M
SAM
792
Securian Asset Management
Minnesota
$5.4M
BBWA
793
Bell & Brown Wealth Advisors
California
$5.4M
BFA
794
Benedict Financial Advisors
Georgia
$5.39M
GWMIA
795
Global Wealth Management Investment Advisory
Florida
$5.38M
ACP
796
Aviance Capital Partners
Florida
$5.38M
MSA
797
MUFG Securities Americas
New York
$5.36M
GI
798
GAMMA Investing
California
$5.35M
KRSITF
799
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.35M
NP
800
NorthRock Partners
Minnesota
$5.33M