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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
SS
1101
Sunbelt Securities
Texas
$2.63M
TFP
1102
Tilia Fiduciary Partners
North Carolina
$2.63M
AAP
1103
Arax Advisory Partners
Colorado
$2.62M
BHPW
1104
Beverly Hills Private Wealth
California
$2.62M
CCIA
1105
Campbell & Co Investment Adviser
Maryland
$2.61M
BTI
1106
Blue Trust Inc
Georgia
$2.61M
AWM
1107
Axxcess Wealth Management
California
$2.61M
O
1108
Ossiam
France
$2.6M
PCMNC
1109
Piedmont Capital Management (North Carolina)
North Carolina
$2.59M
KC
1110
Kepler Cheuvreux
$2.59M
IP
1111
Intellectus Partners
California
$2.57M
SYBT
1112
Stock Yards Bank & Trust
Kentucky
$2.56M
NFG
1113
Nations Financial Group
Iowa
$2.54M
SF
1114
Symphony Financial
Texas
$2.54M
BIM
1115
Baldwin Investment Management
Pennsylvania
$2.54M
EHC
1116
Everett Harris & Co
California
$2.53M
MT
1117
Midwest Trust
Kansas
$2.53M
BWM
1118
Bluebird Wealth Management
Massachusetts
$2.53M
ML
1119
McAdam LLC
Pennsylvania
$2.53M
HCM
1120
Hall Capital Management
Rhode Island
$2.52M
ACM
1121
Advisors Capital Management
New Jersey
$2.52M
RMAM
1122
Raab & Moskowitz Asset Management
New Jersey
$2.52M
FHC
1123
First Horizon Corporation
Tennessee
$2.5M
C
1124
Certuity
Florida
$2.5M
CPIG
1125
Chicago Partners Investment Group
Illinois
$2.48M