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
IAS
851
Investment Advisory Services
Texas
$4.66M
WPC
852
Wedmont Private Capital
Pennsylvania
$4.65M
CWM
853
Compass Wealth Management
Connecticut
$4.65M
DFCM
854
Dark Forest Capital Management
Puerto Rico
$4.61M
TIAAOA
855
Teachers Insurance & Annuity Association of America
New York
$4.6M
GS
856
GTS Securities
New York
$4.57M
BCM
857
Banyan Capital Management
Georgia
$4.53M
TWC
858
The Woodbridge Company
Ontario, Canada
$4.52M
ATPW
859
Ashton Thomas Private Wealth
Arizona
$4.52M
EW
860
Evoke Wealth
California
$4.5M
GRQ
861
Gardner Russo & Quinn
Pennsylvania
$4.5M
BG
862
BDF Gestion
France
$4.47M
SWM
863
Salvus Wealth Management
New Jersey
$4.47M
SFS
864
Sowell Financial Services
Arkansas
$4.44M
III
865
Independent Investors Inc
New York
$4.44M
HIM
866
Hillsdale Investment Management
Ontario, Canada
$4.43M
SIG
867
Sargent Investment Group
Maryland
$4.43M
LFAS
868
Level Four Advisory Services
Texas
$4.4M
HCA
869
Harbor Capital Advisors
Illinois
$4.4M
KAM
870
Karani Asset Management
New York
$4.39M
IIL
871
Insight Inv LLC
California
$4.39M
CAM
872
Columbia Asset Management
Michigan
$4.39M
WB
873
WesBanco Bank
West Virginia
$4.37M
GLR
874
Great Lakes Retirement
Ohio
$4.37M
IAM
875
Infusive Asset Management
New York
$4.37M