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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
TCOT
876
Trust Company of Toledo
Ohio
$4.35M
VF
877
Virtu Financial
New York
$4.35M
PT
878
Plimoth Trust
Massachusetts
$4.33M
DWM
879
Diversify Wealth Management
Utah
$4.32M
ILI
880
Invesco LLC (Illinois)
Illinois
$4.31M
SCM
881
SCS Capital Management
Massachusetts
$4.3M
AC
882
Asio Capital
Kentucky
$4.28M
Aristotle Capital Management
883
Aristotle Capital Management
California
$4.27M
Empower Advisory Group
884
Empower Advisory Group
Colorado
$4.26M
2
885
2Xideas
Switzerland
$4.24M
IAN
886
Integrated Advisors Network
Texas
$4.22M
LBC
887
Lowe Brockenbrough & Co
Virginia
$4.22M
GPFA
888
Game Plan Financial Advisors
Ohio
$4.21M
FCT
889
Family Capital Trust
Massachusetts
$4.19M
BPWM
890
Badgley Phelps Wealth Managers
Washington
$4.18M
JCM
891
Jacobi Capital Management
Pennsylvania
$4.18M
DWP
892
Daymark Wealth Partners
Ohio
$4.16M
CNBT
893
Canandaigua National Bank & Trust
New York
$4.14M
VI
894
Vestcor Inc
New Brunswick, Canada
$4.11M
SWK
895
Stephen W. Kidder
$4.11M
VWM
896
Venturi Wealth Management
Texas
$4.07M
GFA
897
Gifford Fong Associates
California
$4.07M
FIM
898
Fruth Investment Management
Texas
$4.06M
BIG
899
Brooklyn Investment Group
New York
$4.04M
GSC
900
G&S Capital
Colorado
$4.01M