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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
LWM
1326
Lyell Wealth Management
California
$1.66M
LCS
1327
Levin Capital Strategies
New York
$1.66M
GKWIM
1328
Gerber Kawasaki Wealth & Investment Management
California
$1.65M
BFC
1329
Bedel Financial Consulting
Indiana
$1.65M
RIM
1330
Redwood Investment Management
Arizona
$1.65M
BTD
1331
BankPlus Trust Department
Mississippi
$1.65M
TCM
1332
Tufton Capital Management
Maryland
$1.65M
TF
1333
Tompkins Financial
New York
$1.64M
FFA
1334
Florida Financial Advisors
Florida
$1.64M
SB
1335
Simmons Bank
Arkansas
$1.63M
IRP
1336
Investment Research Partners
Pennsylvania
$1.63M
SIC
1337
Salem Investment Counselors
North Carolina
$1.63M
LA
1338
Legacy Advisors
Pennsylvania
$1.62M
HH
1339
Hilltop Holdings
Texas
$1.62M
Axa
1340
Axa
France
$1.62M
VIA
1341
Victrix Investment Advisors
Florida
$1.61M
RWM
1342
Riverbend Wealth Management
South Carolina
$1.61M
EFS
1343
Essex Financial Services
Connecticut
$1.61M
GSWM
1344
Golden State Wealth Management
California
$1.59M
MAA
1345
Mraz Amerine & Associates
California
$1.59M
CAC
1346
Core Alternative Capital
Georgia
$1.59M
SC
1347
Schulhoff & Co
Ohio
$1.59M
BWP
1348
BSW Wealth Partners
Colorado
$1.58M
FAMI
1349
Fideuram Asset Management (Ireland)
$1.58M
WBC
1350
Westpac Banking Corp
Australia
$1.58M