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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
BHPW
1101
Beverly Hills Private Wealth
California
$2.62M
CCIA
1102
Campbell & Co Investment Adviser
Maryland
$2.61M
BTI
1103
Blue Trust Inc
Georgia
$2.61M
AWM
1104
Axxcess Wealth Management
California
$2.61M
O
1105
Ossiam
France
$2.6M
PCMNC
1106
Piedmont Capital Management (North Carolina)
North Carolina
$2.59M
KC
1107
Kepler Cheuvreux
$2.59M
IP
1108
Intellectus Partners
California
$2.57M
SYBT
1109
Stock Yards Bank & Trust
Kentucky
$2.56M
NFG
1110
Nations Financial Group
Iowa
$2.54M
SF
1111
Symphony Financial
Texas
$2.54M
BIM
1112
Baldwin Investment Management
Pennsylvania
$2.54M
EHC
1113
Everett Harris & Co
California
$2.53M
MT
1114
Midwest Trust
Kansas
$2.53M
BWM
1115
Bluebird Wealth Management
Massachusetts
$2.53M
ML
1116
McAdam LLC
Pennsylvania
$2.53M
HCM
1117
Hall Capital Management
Rhode Island
$2.52M
ACM
1118
Advisors Capital Management
New Jersey
$2.52M
RMAM
1119
Raab & Moskowitz Asset Management
New Jersey
$2.52M
FHC
1120
First Horizon Corporation
Tennessee
$2.5M
C
1121
Certuity
Florida
$2.5M
CPIG
1122
Chicago Partners Investment Group
Illinois
$2.48M
ECML
1123
Eagle Capital Management (Louisiana)
Louisiana
$2.48M
CWS
1124
Cypress Wealth Services
California
$2.47M
EMB
1125
Elefante Mark B
$2.46M