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
EWM
1376
Evermay Wealth Management
Virginia
$1.5M
WCM
1377
Winebrenner Capital Management
Kentucky
$1.49M
NLP
1378
Next Level Private
New York
$1.49M
FFS
1379
Founders Financial Securities
Maryland
$1.49M
LCM
1380
Lazari Capital Management
California
$1.49M
IIM
1381
Ipswich Investment Management
Massachusetts
$1.49M
BJF
1382
Blue Jean Financial
New York
$1.48M
HDIM
1383
Hanson & Doremus Investment Management
Vermont
$1.48M
MUAMU
1384
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.48M
MP
1385
Moment Partners
California
$1.48M
PA
1386
Promethium Advisors
Maryland
$1.48M
EAM
1387
Evanson Asset Management
California
$1.48M
GM
1388
GeoWealth Management
Illinois
$1.48M
AL
1389
ARWA LLC
Texas
$1.47M
OFS
1390
Orrstown Financial Services
Pennsylvania
$1.47M
AIM
1391
Alhambra Investment Management
Florida
$1.47M
EIM
1392
Essex Investment Management
Massachusetts
$1.47M
CFG
1393
Clayton Financial Group
Missouri
$1.47M
EIM
1394
Ervin Investment Management
Washington
$1.46M
BIM
1395
Bridges Investment Management
Nebraska
$1.46M
PL
1396
Plancorp LLC
Missouri
$1.46M
HCM
1397
Howard Capital Management
Georgia
$1.46M
SIA
1398
Soltis Investment Advisors
Utah
$1.46M
LTAS
1399
Linden Thomas Advisory Services
North Carolina
$1.46M
WT
1400
Washington Trust
Rhode Island
$1.46M