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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
NPT
1126
Nixon Peabody Trust
Massachusetts
$2.45M
CFFP
1127
Center for Financial Planning
Michigan
$2.45M
EFG
1128
Everhart Financial Group
Ohio
$2.42M
CAU
1129
Caxton Associates (UK)
$2.42M
BP
1130
BNP Paribas
France
$2.42M
GI
1131
GLOBALT Investments
Georgia
$2.42M
AAM
1132
Auxier Asset Management
Oregon
$2.41M
LDB
1133
Lee, Danner & Bass
Tennessee
$2.41M
IC
1134
Inkwell Capital
Florida
$2.41M
FCBT
1135
First Citizens Bank & Trust
North Carolina
$2.41M
PAM
1136
Palisade Asset Management
Minnesota
$2.4M
SFS
1137
Solitude Financial Services
Virginia
$2.39M
CB
1138
Cadence Bank
Mississippi
$2.39M
BB
1139
Berkshire Bank
Massachusetts
$2.39M
FPCP
1140
Fort Point Capital Partners
California
$2.38M
MWM
1141
Meridian Wealth Management
Kentucky
$2.38M
FNT
1142
First National Trust
Pennsylvania
$2.38M
SCI
1143
S&CO Inc
Massachusetts
$2.36M
PGWM
1144
Parisi Gray Wealth Management
New Jersey
$2.36M
MA
1145
MCF Advisors
Kentucky
$2.35M
AC
1146
Avestar Capital
New York
$2.35M
FCP
1147
Fidelis Capital Partners
Florida
$2.35M
LIM
1148
Leavell Investment Management
Alabama
$2.34M
EM
1149
Excalibur Management
Massachusetts
$2.34M
KF
1150
Krilogy Financial
Missouri
$2.34M