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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
MCM
1551
Mattern Capital Management
Colorado
$1.09M
CB
1552
Centennial Bank
Arkansas
$1.08M
BST
1553
Bath Savings Trust
Maine
$1.08M
CA
1554
Cambridge Advisors
Nebraska
$1.08M
SW
1555
SteelPeak Wealth
California
$1.08M
CFG
1556
Chapman Financial Group
Hawaii
$1.07M
IFU
1557
iSAM Funds (UK)
United Kingdom
$1.07M
RMP
1558
Richards, Merrill & Peterson
Washington
$1.07M
MA
1559
MJP Associates
Connecticut
$1.07M
BW
1560
BIP Wealth
Georgia
$1.07M
TSS
1561
Taylor Securities Services
Pennsylvania
$1.07M
CMTU
1562
Capital Markets Trading (UK)
United Kingdom
$1.06M
AIM
1563
Aigen Investment Management
New York
$1.06M
UCB
1564
United Community Bank
South Carolina
$1.06M
OCM
1565
Orleans Capital Management
Louisiana
$1.06M
OL
1566
one8zero8 LLC
North Carolina
$1.06M
TTWM
1567
TCV Trust & Wealth Management
Virginia
$1.06M
GWANC
1568
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.06M
MWS
1569
MFA Wealth Services
California
$1.06M
TNBTD
1570
Trustmark National Bank Trust Department
Mississippi
$1.06M
CFP
1571
Catalyst Financial Partners
Massachusetts
$1.06M
BI
1572
Ballast Inc
Kentucky
$1.06M
AF
1573
Arrow Financial
New York
$1.05M
BAM
1574
Belpointe Asset Management
Nevada
$1.05M
WPW
1575
Warther Private Wealth
Ohio
$1.04M