AXP icon

American Express

2,979 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 396 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
2,979
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
PMWMG
826
Parr McKnight Wealth Management Group
Minnesota
$5.02M
PA
827
Parallel Advisors
California
$5.02M
YIH
828
Y-Intercept (HK)
Hong Kong
$5.02M
FTWA
829
Fifth Third Wealth Advisors
Ohio
$5.01M
CTA
830
Clear Trail Advisors
Texas
$5M
BCM
831
Buckhead Capital Management
Georgia
$4.92M
CPBTD
832
Central Pacific Bank - Trust Division
Hawaii
$4.92M
GD
833
Grandfield & Dodd
New York
$4.92M
BCM
834
Birmingham Capital Management
Alabama
$4.91M
CC
835
Constitution Capital
Connecticut
$4.91M
FA
836
Fiduciary Alliance
South Carolina
$4.91M
XT
837
XTX Topco
Cayman Islands
$4.89M
SVWAG
838
Sound View Wealth Advisors Group
Georgia
$4.86M
MPPLM
839
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.84M
RA
840
RFG Advisory
Alabama
$4.84M
TPCW
841
TD Private Client Wealth
New York
$4.79M
SSWM
842
Smith Salley Wealth Management
North Carolina
$4.79M
JFG
843
Jefferies Financial Group
New York
$4.78M
HIS
844
Horizon Investment Services
Indiana
$4.78M
BFO
845
Boston Family Office
Massachusetts
$4.78M
SWA
846
Strata Wealth Advisors
Texas
$4.75M
GSB
847
Greenfield Savings Bank
Massachusetts
$4.75M
Jennison Associates
848
Jennison Associates
New York
$4.74M
IWM
849
IHT Wealth Management
Illinois
$4.71M
BBA
850
BLB&B Advisors
Pennsylvania
$4.7M