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American Express

2,991 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 399 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 capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

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
2,991
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
Universal-Beteiligungs- und Servicegesellschaft
76
Universal-Beteiligungs- und Servicegesellschaft
Germany
$233M
SGA
77
Sustainable Growth Advisers
Connecticut
$229M
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$227M
Luther King Capital Management (LKCM)
79
Luther King Capital Management (LKCM)
Texas
$226M
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$217M
Russell Investments Group
81
Russell Investments Group
United Kingdom
$217M
AllianceBernstein
82
AllianceBernstein
Tennessee
$215M
TAM
83
Timucuan Asset Management
Florida
$212M
TI
84
Tidal Investments
Wisconsin
$202M
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$192M
Aviva
86
Aviva
United Kingdom
$192M
Prudential Financial
87
Prudential Financial
New Jersey
$184M
Franklin Resources
88
Franklin Resources
California
$183M
EIP
89
Epoch Investment Partners
New York
$182M
MG
90
Markel Group
Virginia
$181M
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$179M
First Manhattan
92
First Manhattan
New York
$178M
Natixis Advisors
93
Natixis Advisors
Massachusetts
$177M
Victory Capital Management
94
Victory Capital Management
Texas
$177M
GF
95
Gabelli Funds
New York
$175M
KBC Group
96
KBC Group
Belgium
$175M
1832 Asset Management
97
1832 Asset Management
Ontario, Canada
$172M
US Bancorp
98
US Bancorp
Minnesota
$170M
PPF
99
PFA Pension Forsikringsaktieselskab
$167M
NAMI
100
Nomura Asset Management International
Pennsylvania
$165M