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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
HIC
1051
Holderness Investments Company
North Carolina
$2.95M
NME
1052
Notis-McConarty Edward
$2.94M
WI
1053
WBI Investments
New Jersey
$2.93M
HNB
1054
Hilltop National Bank
Wyoming
$2.92M
GC
1055
GFG Capital
Florida
$2.92M
HA
1056
Huntleigh Advisors
Missouri
$2.91M
XWM
1057
Xcel Wealth Management
Florida
$2.91M
VWM
1058
Vivid Wealth Management
Iowa
$2.91M
SWMG
1059
Signature Wealth Management Group
Georgia
$2.91M
GIA
1060
Gateway Investment Advisers
Ohio
$2.91M
WIC
1061
Wilkins Investment Counsel
Massachusetts
$2.9M
MCM
1062
Mengis Capital Management
Oregon
$2.88M
PI
1063
PFG Investments
New York
$2.88M
RIL
1064
Rothschild Investment LLC
Illinois
$2.87M
FNBT
1065
FineMark National Bank & Trust
Florida
$2.86M
MA
1066
Mutual Advisors
Nebraska
$2.85M
AGA
1067
Accuvest Global Advisors
Utah
$2.85M
BHBT
1068
Burke & Herbert Bank & Trust
Virginia
$2.85M
AAB
1069
ABN AMRO Bank
Netherlands
$2.84M
OFS
1070
Oldfather Financial Services
Nebraska
$2.84M
VA
1071
VestGen Advisors
Illinois
$2.84M
BCI
1072
Blue Capital Inc
Nebraska
$2.84M
MNBTD
1073
Moody National Bank Trust Division
Texas
$2.83M
LFG
1074
Lazard Frères Gestion
France
$2.83M
MCM
1075
Marsico Capital Management
Colorado
$2.83M