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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
CIBC Private Wealth Group
176
CIBC Private Wealth Group
Georgia
$83.2M
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$82.5M
Ohio Public Employees Retirement System (OPERS)
178
Ohio Public Employees Retirement System (OPERS)
Ohio
$81.5M
Harris Associates
179
Harris Associates
Illinois
$81M
MSV
180
MN Services Vermogensbeheer
Netherlands
$80.2M
Cetera Investment Advisers
181
Cetera Investment Advisers
Illinois
$78M
ASC
182
Atalanta Sosnoff Capital
New York
$76.5M
Fayez Sarofim & Co
183
Fayez Sarofim & Co
Texas
$76.3M
Millennium Management
184
Millennium Management
New York
$76.1M
Handelsbanken Fonder
185
Handelsbanken Fonder
Sweden
$75.6M
GIC
186
GFI Investment Counsel
Ontario, Canada
$75.4M
Allianz Asset Management
187
Allianz Asset Management
Germany
$74.6M
ZIM
188
Zacks Investment Management
Illinois
$74.6M
Calamos Advisors
189
Calamos Advisors
Illinois
$73.8M
Cerity Partners
190
Cerity Partners
New York
$73.6M
ECSS
191
Eurizon Capital SGR SpA
$73M
Baird Financial Group
192
Baird Financial Group
Wisconsin
$71.8M
ERSOT
193
Employees Retirement System of Texas
Texas
$71.4M
State of New Jersey Common Pension Fund D
194
State of New Jersey Common Pension Fund D
New Jersey
$70.7M
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$69.9M
SO
196
STRS Ohio
Ohio
$69.3M
Teacher Retirement System of Texas
197
Teacher Retirement System of Texas
Texas
$69.3M
State of Tennessee, Department of Treasury
198
State of Tennessee, Department of Treasury
Tennessee
$68.8M
PFPG
199
Pinnacle Financial Partners (Georgia)
Georgia
$68.6M
Susquehanna International Group
200
Susquehanna International Group
Pennsylvania
$68.5M