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American Express

3,025 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 422 funds opening new positions, 1,059 increasing their positions, 1,123 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.53% more ownership

Funds ownership: 83.69%85.23% (+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: 1,059 | Existing positions reduced: 1,123

Holders
3,025
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
107
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
GSB
851
Greenfield Savings Bank
Massachusetts
$4.75M
Jennison Associates
852
Jennison Associates
New York
$4.74M
IWM
853
IHT Wealth Management
Illinois
$4.71M
BBA
854
BLB&B Advisors
Pennsylvania
$4.7M
IAS
855
Investment Advisory Services
Texas
$4.66M
WPC
856
Wedmont Private Capital
Pennsylvania
$4.65M
CWM
857
Compass Wealth Management
Connecticut
$4.65M
DFCM
858
Dark Forest Capital Management
Puerto Rico
$4.61M
TIAAOA
859
Teachers Insurance & Annuity Association of America
New York
$4.6M
GS
860
GTS Securities
New York
$4.57M
BCM
861
Banyan Capital Management
Georgia
$4.53M
TWC
862
The Woodbridge Company
Ontario, Canada
$4.52M
ATPW
863
Ashton Thomas Private Wealth
Arizona
$4.52M
EW
864
Evoke Wealth
California
$4.5M
GRQ
865
Gardner Russo & Quinn
Pennsylvania
$4.5M
BG
866
BDF Gestion
France
$4.47M
SWM
867
Salvus Wealth Management
New Jersey
$4.47M
SFS
868
Sowell Financial Services
Arkansas
$4.44M
III
869
Independent Investors Inc
New York
$4.44M
HIM
870
Hillsdale Investment Management
Ontario, Canada
$4.43M
SIG
871
Sargent Investment Group
Maryland
$4.43M
LFAS
872
Level Four Advisory Services
Texas
$4.4M
HCA
873
Harbor Capital Advisors
Illinois
$4.4M
KAM
874
Karani Asset Management
New York
$4.39M
IIL
875
Insight Inv LLC
California
$4.39M