AXP icon

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
FCP
1151
Fidelis Capital Partners
Florida
$2.35M
LIM
1152
Leavell Investment Management
Alabama
$2.34M
EM
1153
Excalibur Management
Massachusetts
$2.34M
KF
1154
Krilogy Financial
Missouri
$2.34M
CP
1155
CenterBook Partners
Connecticut
$2.34M
SA
1156
Strategic Advocates
Utah
$2.33M
RCM
1157
RMR Capital Management
California
$2.32M
CRC
1158
Curi RMB Capital
Illinois
$2.31M
GWP
1159
Gen-Wealth Partners
Michigan
$2.31M
ODE
1160
O'Domhnaill Enterprises
Wyoming
$2.31M
PSB
1161
Piscataqua Savings Bank
New Hampshire
$2.3M
CP
1162
Canopy Partners
Ohio
$2.3M
RA
1163
Rational Advisors
New York
$2.3M
DI
1164
Diligent Investors
California
$2.29M
OWP
1165
Obermeyer Wealth Partners
Colorado
$2.29M
SP
1166
Stablepoint Partners
Massachusetts
$2.29M
TAM
1167
Trust Asset Management
Texas
$2.29M
VIM
1168
Vinva Investment Management
Australia
$2.27M
DCA
1169
DSG Capital Advisors
Minnesota
$2.26M
PPWM
1170
Paragon Private Wealth Management
Kentucky
$2.26M
NWAG
1171
Net Worth Advisory Group
Utah
$2.26M
KB
1172
Kimelman & Baird
New York
$2.25M
GBT
1173
Grove Bank & Trust
Florida
$2.25M
FBT
1174
First Bank & Trust
South Dakota
$2.24M
FWTB
1175
First Western Trust Bank
Colorado
$2.24M