AXP icon

American Express

2,975 hedge funds and large institutions have $216B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 393 funds opening new positions, 1,049 increasing their positions, 1,116 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:

1.38% more ownership

Funds ownership: 83.61%84.99% (+1.4%)

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: 1,116

Holders
2,975
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
Osaic Holdings
151
Osaic Holdings
Arizona
$104M
CS
152
Candriam SCA
Luxembourg
$103M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
153
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$102M
Brown Advisory
154
Brown Advisory
Maryland
$101M
APG Asset Management
155
APG Asset Management
Netherlands
$100M
Los Angeles Capital Management
156
Los Angeles Capital Management
California
$99.6M
Lazard Asset Management
157
Lazard Asset Management
New York
$96.5M
Royal London Asset Management
158
Royal London Asset Management
United Kingdom
$94.2M
SEI Investments
159
SEI Investments
Pennsylvania
$93.4M
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$92.5M
National Bank of Canada
161
National Bank of Canada
Quebec, Canada
$92.3M
Mackenzie Financial
162
Mackenzie Financial
Ontario, Canada
$90.9M
DSA
163
Davis Selected Advisers
Arizona
$89.4M
Truist Financial
164
Truist Financial
North Carolina
$89.3M
BTW
165
Boston Trust Walden
Massachusetts
$88.8M
QCM
166
Quantinno Capital Management
New York
$87.1M
GFI
167
Global Frontier Investments
South Carolina
$86.3M
Mitsubishi UFJ Trust & Banking
168
Mitsubishi UFJ Trust & Banking
Japan
$85.8M
ProShare Advisors
169
ProShare Advisors
Maryland
$85.3M
Janney Montgomery Scott
170
Janney Montgomery Scott
Pennsylvania
$85.2M
VDI
171
Vaughan David Investments
Illinois
$85M
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$84.8M
Creative Planning
173
Creative Planning
Kansas
$84.8M
HP
174
Hosking Partners
United Kingdom
$84M
KK
175
KLP Kapitalforvaltning
Norway
$83.7M