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American Express

2,980 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 397 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
2,980
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
NEAM
1026
New England Asset Management
Connecticut
$3.09M
FC
1027
Farringdon Capital
United Kingdom
$3.08M
NI
1028
Natural Investments
California
$3.08M
BA
1029
Bridgewater Advisors
New York
$3.08M
FSA
1030
Financial Security Advisor
Virginia
$3.07M
FWCM
1031
Ferguson Wellman Capital Management
Oregon
$3.05M
MG
1032
Mather Group
Illinois
$3.05M
HCMG
1033
Howard Capital Management Group
California
$3.04M
BOS
1034
Bank of Stockton
California
$3.04M
ACM
1035
Accent Capital Management
Ohio
$3.03M
Kayne Anderson Rudnick Investment Management
1036
Kayne Anderson Rudnick Investment Management
California
$3.03M
CCS
1037
Concentric Capital Strategies
Connecticut
$3.02M
IWA
1038
Icon Wealth Advisors
Texas
$3.02M
TIM
1039
Triad Investment Management
California
$3.01M
SIAG
1040
Signet Investment Advisory Group
Rhode Island
$3.01M
EWM
1041
Elite Wealth Management
Washington
$3.01M
JSSH
1042
J. Safra Sarasin Holding
$3M
SCM
1043
Sterling Capital Management
North Carolina
$3M
PIM
1044
Penobscot Investment Management
Massachusetts
$2.99M
FFM
1045
Forum Financial Management
Illinois
$2.98M
IA
1046
IFG Advisory
Georgia
$2.97M
NED
1047
Nancy E. Dempze
$2.96M
LGA
1048
Lebenthal Global Advisors
New York
$2.96M
DA
1049
Dover Advisors
Virginia
$2.95M
PWM
1050
Pinnacle Wealth Management
California
$2.95M