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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
TCM
976
Twin Capital Management
Pennsylvania
$3.41M
LWM
977
Lodestone Wealth Management
Washington
$3.4M
HFM
978
Hartford Funds Management
Pennsylvania
$3.39M
PCG
979
Prosperity Consulting Group
Maryland
$3.39M
PI
980
Pettee Investors
Connecticut
$3.38M
BPC
981
Banque Pictet & Cie
Switzerland
$3.38M
MGIA
982
Moneta Group Investment Advisors
Missouri
$3.38M
MYLI
983
Meiji Yasuda Life Insurance
Japan
$3.37M
CCG
984
Ceeto Capital Group
Florida
$3.37M
EHWM
985
Eads & Heald Wealth Management
Georgia
$3.36M
TBNY
986
Trustco Bank (New York)
New York
$3.35M
MWM
987
Mindset Wealth Management
Indiana
$3.34M
OAM
988
Ostrum Asset Management
France
$3.34M
GWMR
989
GC Wealth Management RIA
Massachusetts
$3.34M
IA
990
IFC Advisors
California
$3.34M
GCC
991
Guardian Capital (Canada)
Ontario, Canada
$3.33M
FA
992
Faithward Advisors
Pennsylvania
$3.32M
MPWT
993
MassMutual Private Wealth & Trust
Connecticut
$3.31M
FFO
994
Fiduciary Family Office
Florida
$3.3M
SS
995
SBI Securities
Japan
$3.29M
BCM
996
Bridgeway Capital Management
Texas
$3.27M
AWA
997
Arete Wealth Advisors
Illinois
$3.27M
PCS
998
Personal CFO Solutions
New Jersey
$3.27M
TSS
999
Two Sigma Securities
New York
$3.25M
FB
1000
Fulton Bank
Pennsylvania
$3.25M