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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
MIP
1626
Marietta Investment Partners
Wisconsin
$961K
TLCM
1627
Twin Lakes Capital Management
California
$956K
MSA
1628
Marino Stram & Associates
Massachusetts
$955K
LA
1629
Lifeworks Advisors
Michigan
$955K
SGI
1630
Summit Global Investments
Utah
$948K
ANBT
1631
American National Bank & Trust
Texas
$948K
LAI
1632
Legal Advantage Investments
California
$943K
AA
1633
Auxano Advisors
Washington
$942K
APP
1634
Avantax Planning Partners
Iowa
$942K
JG
1635
Jain Global
New York
$942K
KP
1636
Keel Point
Alabama
$939K
UIM
1637
Unified Investment Management
Georgia
$937K
CHAM
1638
Clear Harbor Asset Management
Connecticut
$936K
RIG
1639
RiverFront Investment Group
Virginia
$934K
MFA
1640
Millington Financial Advisors
Illinois
$930K
PFT
1641
Providence First Trust
Arizona
$929K
USB
1642
Union Savings Bank
Connecticut
$929K
CBT
1643
CoreFirst Bank & Trust
Kansas
$928K
PVM
1644
Palogic Value Management
Texas
$927K
AI
1645
Arvest Investments
Arkansas
$927K
NCM
1646
Northside Capital Management
Oregon
$919K
AWE
1647
Avidian Wealth Enterprises
Texas
$918K
CTWM
1648
Cherry Tree Wealth Management
Minnesota
$917K
DIP
1649
DT Investment Partners
Pennsylvania
$916K
MM
1650
MQS Management
New York
$913K