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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
UB
1626
Umpqua Bank
Oregon
$969K
EB
1627
Exchange Bank
California
$968K
AFC
1628
AFT Forsyth & Company
Florida
$968K
GLLW
1629
Graves Light Lenhart Wealth
Virginia
$966K
PTB
1630
Pioneer Trust Bank
Oregon
$962K
MIP
1631
Marietta Investment Partners
Wisconsin
$961K
TLCM
1632
Twin Lakes Capital Management
California
$956K
MSA
1633
Marino Stram & Associates
Massachusetts
$955K
LA
1634
Lifeworks Advisors
Michigan
$955K
SGI
1635
Summit Global Investments
Utah
$948K
ANBT
1636
American National Bank & Trust
Texas
$948K
LAI
1637
Legal Advantage Investments
California
$943K
AA
1638
Auxano Advisors
Washington
$942K
APP
1639
Avantax Planning Partners
Iowa
$942K
JG
1640
Jain Global
New York
$942K
KP
1641
Keel Point
Alabama
$939K
UIM
1642
Unified Investment Management
Georgia
$937K
CHAM
1643
Clear Harbor Asset Management
Connecticut
$936K
RIG
1644
RiverFront Investment Group
Virginia
$934K
MFA
1645
Millington Financial Advisors
Illinois
$930K
PFT
1646
Providence First Trust
Arizona
$929K
USB
1647
Union Savings Bank
Connecticut
$929K
CBT
1648
CoreFirst Bank & Trust
Kansas
$928K
PVM
1649
Palogic Value Management
Texas
$927K
AI
1650
Arvest Investments
Arkansas
$927K