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
HCM
1401
Howard Capital Management
Georgia
$1.46M
SIA
1402
Soltis Investment Advisors
Utah
$1.46M
LTAS
1403
Linden Thomas Advisory Services
North Carolina
$1.46M
WT
1404
Washington Trust
Rhode Island
$1.46M
AWA
1405
Ark Wealth Advisors
California
$1.46M
FCM
1406
Family Capital Management
Michigan
$1.46M
RIA
1407
Realta Investment Advisors
Delaware
$1.45M
QLSGSCF
1408
Quent Long Short Global Small Cap Fund
New York
$1.45M
AFG
1409
Allegheny Financial Group
Pennsylvania
$1.45M
GT
1410
GreatBanc Trust
Illinois
$1.45M
OC
1411
Oakworth Capital
Alabama
$1.45M
CANC
1412
Culbertson A N & Co
Virginia
$1.45M
NAM
1413
Nutshell Asset Management
United Kingdom
$1.44M
PWG
1414
Portside Wealth Group
Utah
$1.44M
NWA
1415
Navis Wealth Advisors
New York
$1.44M
SF
1416
Sun Financial
Utah
$1.44M
HFM
1417
Harvest Fund Management
China
$1.44M
MIM
1418
MTM Investment Management
South Carolina
$1.44M
GWA
1419
Gratus Wealth Advisors
Virginia
$1.43M
AIC
1420
Argus Investors Counsel
New York
$1.43M
CA
1421
Centerpoint Advisors
Massachusetts
$1.43M
BB
1422
Burford Brothers
Texas
$1.43M
Koshinski Asset Management
1423
Koshinski Asset Management
Illinois
$1.42M
AIM
1424
Aspen Investment Management
Michigan
$1.42M
PWAM
1425
Private Wealth Asset Management
Iowa
$1.42M