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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
CAM
876
Columbia Asset Management
Michigan
$4.39M
WIA
877
World Investment Advisors
California
$4.38M
WB
878
WesBanco Bank
West Virginia
$4.37M
GLR
879
Great Lakes Retirement
Ohio
$4.37M
IAM
880
Infusive Asset Management
New York
$4.37M
TCOT
881
Trust Company of Toledo
Ohio
$4.35M
BCAM
882
Boston Common Asset Management
Massachusetts
$4.35M
VF
883
Virtu Financial
New York
$4.35M
PT
884
Plimoth Trust
Massachusetts
$4.33M
DWM
885
Diversify Wealth Management
Utah
$4.32M
ILI
886
Invesco LLC (Illinois)
Illinois
$4.31M
SCM
887
SCS Capital Management
Massachusetts
$4.3M
IFG
888
Independent Financial Group
California
$4.29M
AC
889
Asio Capital
Kentucky
$4.28M
Aristotle Capital Management
890
Aristotle Capital Management
California
$4.27M
Empower Advisory Group
891
Empower Advisory Group
Colorado
$4.26M
2
892
2Xideas
Switzerland
$4.24M
IAN
893
Integrated Advisors Network
Texas
$4.22M
LBC
894
Lowe Brockenbrough & Co
Virginia
$4.22M
GPFA
895
Game Plan Financial Advisors
Ohio
$4.21M
FCT
896
Family Capital Trust
Massachusetts
$4.19M
BPWM
897
Badgley Phelps Wealth Managers
Washington
$4.18M
JCM
898
Jacobi Capital Management
Pennsylvania
$4.18M
DWP
899
Daymark Wealth Partners
Ohio
$4.16M
CNBT
900
Canandaigua National Bank & Trust
New York
$4.14M