AXP icon

American Express

3,016 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 417 funds opening new positions, 1,058 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:

1.57% more ownership

Funds ownership: 83.62%85.2% (+1.6%)

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: 1,058 | Existing positions reduced: 1,121

Holders
3,016
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
107
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
Commonwealth Equity Services
151
Commonwealth Equity Services
Massachusetts
$106M
Osaic Holdings
152
Osaic Holdings
Arizona
$104M
CS
153
Candriam SCA
Luxembourg
$102M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
154
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$102M
Brown Advisory
155
Brown Advisory
Maryland
$101M
APG Asset Management
156
APG Asset Management
Netherlands
$100M
Los Angeles Capital Management
157
Los Angeles Capital Management
California
$99.6M
Lazard Asset Management
158
Lazard Asset Management
New York
$96.5M
Royal London Asset Management
159
Royal London Asset Management
United Kingdom
$94.2M
SEI Investments
160
SEI Investments
Pennsylvania
$93.4M
Nisa Investment Advisors
161
Nisa Investment Advisors
Missouri
$92.5M
National Bank of Canada
162
National Bank of Canada
Quebec, Canada
$92.3M
Mackenzie Financial
163
Mackenzie Financial
Ontario, Canada
$90.9M
DSA
164
Davis Selected Advisers
Arizona
$89.4M
Truist Financial
165
Truist Financial
North Carolina
$89.3M
BTW
166
Boston Trust Walden
Massachusetts
$88.8M
QCM
167
Quantinno Capital Management
New York
$87.1M
GFI
168
Global Frontier Investments
South Carolina
$86.3M
Mitsubishi UFJ Trust & Banking
169
Mitsubishi UFJ Trust & Banking
Japan
$85.8M
ProShare Advisors
170
ProShare Advisors
Maryland
$85.3M
Janney Montgomery Scott
171
Janney Montgomery Scott
Pennsylvania
$85.2M
VDI
172
Vaughan David Investments
Illinois
$85M
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$84.8M
Creative Planning
174
Creative Planning
Kansas
$84.8M
HP
175
Hosking Partners
United Kingdom
$84M