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American Express

2,992 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 400 funds opening new positions, 1,053 increasing their positions, 1,121 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:

1.51% more ownership

Funds ownership: 83.61%85.12% (+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: 1,053 | Existing positions reduced: 1,121

Holders
2,992
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
106
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
IAM
876
Infusive Asset Management
New York
$4.37M
TCOT
877
Trust Company of Toledo
Ohio
$4.35M
VF
878
Virtu Financial
New York
$4.35M
PT
879
Plimoth Trust
Massachusetts
$4.33M
DWM
880
Diversify Wealth Management
Utah
$4.32M
ILI
881
Invesco LLC (Illinois)
Illinois
$4.31M
SCM
882
SCS Capital Management
Massachusetts
$4.3M
AC
883
Asio Capital
Kentucky
$4.28M
Aristotle Capital Management
884
Aristotle Capital Management
California
$4.27M
Empower Advisory Group
885
Empower Advisory Group
Colorado
$4.26M
2
886
2Xideas
Switzerland
$4.24M
IAN
887
Integrated Advisors Network
Texas
$4.22M
LBC
888
Lowe Brockenbrough & Co
Virginia
$4.22M
GPFA
889
Game Plan Financial Advisors
Ohio
$4.21M
FCT
890
Family Capital Trust
Massachusetts
$4.19M
BPWM
891
Badgley Phelps Wealth Managers
Washington
$4.18M
JCM
892
Jacobi Capital Management
Pennsylvania
$4.18M
DWP
893
Daymark Wealth Partners
Ohio
$4.16M
CNBT
894
Canandaigua National Bank & Trust
New York
$4.14M
VI
895
Vestcor Inc
New Brunswick, Canada
$4.11M
SWK
896
Stephen W. Kidder
$4.11M
VWM
897
Venturi Wealth Management
Texas
$4.07M
TY
898
Titiun Yejiel
$4.07M
GFA
899
Gifford Fong Associates
California
$4.07M
FIM
900
Fruth Investment Management
Texas
$4.06M