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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
ECML
1126
Eagle Capital Management (Louisiana)
Louisiana
$2.48M
CWS
1127
Cypress Wealth Services
California
$2.47M
BFG
1128
Beacon Financial Group
Texas
$2.47M
EMB
1129
Elefante Mark B
$2.46M
NPT
1130
Nixon Peabody Trust
Massachusetts
$2.45M
CFFP
1131
Center for Financial Planning
Michigan
$2.45M
EFG
1132
Everhart Financial Group
Ohio
$2.42M
CAU
1133
Caxton Associates (UK)
$2.42M
BP
1134
BNP Paribas
France
$2.42M
GI
1135
GLOBALT Investments
Georgia
$2.42M
AAM
1136
Auxier Asset Management
Oregon
$2.41M
LDB
1137
Lee, Danner & Bass
Tennessee
$2.41M
IC
1138
Inkwell Capital
Florida
$2.41M
FCBT
1139
First Citizens Bank & Trust
North Carolina
$2.41M
PAM
1140
Palisade Asset Management
Minnesota
$2.4M
SFS
1141
Solitude Financial Services
Virginia
$2.39M
CB
1142
Cadence Bank
Mississippi
$2.39M
BB
1143
Berkshire Bank
Massachusetts
$2.39M
FPCP
1144
Fort Point Capital Partners
California
$2.38M
MWM
1145
Meridian Wealth Management
Kentucky
$2.38M
FNT
1146
First National Trust
Pennsylvania
$2.38M
SCI
1147
S&CO Inc
Massachusetts
$2.36M
PGWM
1148
Parisi Gray Wealth Management
New Jersey
$2.36M
MA
1149
MCF Advisors
Kentucky
$2.35M
AC
1150
Avestar Capital
New York
$2.35M