AXP icon

American Express

2,979 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 396 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
2,979
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
CAAS
2101
Capital Asset Advisory Services
Michigan
$465K
BP
2102
BBR Partners
New York
$465K
SCM
2103
Sterneck Capital Management
Missouri
$465K
GFPC
2104
Global Financial Private Client
Florida
$465K
LW
2105
Libra Wealth
California
$464K
SCM
2106
Saba Capital Management
New York
$463K
MAG
2107
Mayfair Advisory Group
Alabama
$463K
PA
2108
ProCore Advisors
California
$462K
KFI
2109
Key Financial Inc
Pennsylvania
$461K
TLA
2110
Tanglewood Legacy Advisors
Texas
$461K
EA
2111
Everpar Advisors
Oklahoma
$461K
HPM
2112
Hoxton Planning & Management
West Virginia
$461K
OBGC
2113
O'Brien Greene & Co
Pennsylvania
$461K
ITG
2114
Index Technologies Group
New York
$460K
BOPW
2115
Brandywine Oak Private Wealth
Pennsylvania
$460K
RPWA
2116
Regent Peak Wealth Advisors
Georgia
$459K
BSAM
2117
Blue Square Asset Management
New York
$459K
GH
2118
GAM Holding
Switzerland
$458K
ACI
2119
Alpha Cubed Investments
California
$458K
MSCM
2120
McElhenny Sheffield Capital Management
Texas
$457K
IIA
2121
IPG Investment Advisors
California
$457K
GRWPL
2122
Green Ridge Wealth Planning LLC
New Jersey
$456K
RA
2123
Ruggaard & Associates
Ohio
$456K
CAM
2124
Claret Asset Management
Quebec, Canada
$456K
ECA
2125
Elevated Capital Advisors
Utah
$454K