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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
TAM
1026
Tealwood Asset Management
Minnesota
$3.11M
MHIC
1027
Marble Harbor Investment Counsel
Massachusetts
$3.09M
CNBTD
1028
Citizens National Bank Trust Department
Mississippi
$3.09M
NEAM
1029
New England Asset Management
Connecticut
$3.09M
FC
1030
Farringdon Capital
United Kingdom
$3.08M
NI
1031
Natural Investments
California
$3.08M
BA
1032
Bridgewater Advisors
New York
$3.08M
FSA
1033
Financial Security Advisor
Virginia
$3.07M
FWCM
1034
Ferguson Wellman Capital Management
Oregon
$3.05M
MG
1035
Mather Group
Illinois
$3.05M
HCMG
1036
Howard Capital Management Group
California
$3.04M
BOS
1037
Bank of Stockton
California
$3.04M
ACM
1038
Accent Capital Management
Ohio
$3.03M
Kayne Anderson Rudnick Investment Management
1039
Kayne Anderson Rudnick Investment Management
California
$3.03M
CCS
1040
Concentric Capital Strategies
Connecticut
$3.02M
IWA
1041
Icon Wealth Advisors
Texas
$3.02M
TIM
1042
Triad Investment Management
California
$3.01M
SIAG
1043
Signet Investment Advisory Group
Rhode Island
$3.01M
EWM
1044
Elite Wealth Management
Washington
$3.01M
JSSH
1045
J. Safra Sarasin Holding
$3M
SCM
1046
Sterling Capital Management
North Carolina
$3M
PIM
1047
Penobscot Investment Management
Massachusetts
$2.99M
FFM
1048
Forum Financial Management
Illinois
$2.98M
IA
1049
IFG Advisory
Georgia
$2.97M
NED
1050
Nancy E. Dempze
$2.96M