AXP icon

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
CB
1226
Community Bank
New York
$1.98M
NAG
1227
Northstar Advisory Group
New Jersey
$1.98M
DA
1228
Doliver Advisors
Texas
$1.97M
NG
1229
Norden Group
Utah
$1.96M
VIA
1230
Virtus Investment Advisers
Connecticut
$1.95M
AO
1231
Advisor OS
Illinois
$1.95M
RE
1232
Rydar Equities
Texas
$1.95M
SW
1233
SVB Wealth
Massachusetts
$1.95M
CI
1234
Cigna Investments
Connecticut
$1.94M
LWCFA
1235
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.94M
NIA
1236
NBZ Investment Advisors
Tennessee
$1.94M
ST
1237
Spinnaker Trust
Maine
$1.93M
RA
1238
Ransom Advisory
Rhode Island
$1.93M
RAM
1239
Ramirez Asset Management
New York
$1.92M
SA
1240
Strategic Advisors
New York
$1.92M
WSC
1241
Wellington Shields & Co
New York
$1.92M
VRM
1242
Vectors Research Management
New York
$1.92M
BMCM
1243
Bryn Mawr Capital Management
Pennsylvania
$1.92M
GC
1244
Garde Capital
Washington
$1.92M
ECM
1245
Element Capital Management
New York
$1.91M
CPG
1246
Cornerstone Planning Group
New Jersey
$1.91M
APC
1247
Aspire Private Capital
North Carolina
$1.91M
SWA
1248
Stratos Wealth Advisors
Ohio
$1.9M
SWM
1249
Sterling Wealth Management
Illinois
$1.9M
PVI
1250
Pine Valley Investments
New Jersey
$1.89M