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