We are live on ! Find out more
AXP icon

American Express

3,025 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 422 funds opening new positions, 1,059 increasing their positions, 1,123 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:

1.53% more ownership

Funds ownership: 83.69%85.23% (+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: 1,059 | Existing positions reduced: 1,123

Holders
3,025
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
MIC
2176
Means Investment Company
Maine
$437K
MIM
2177
Montgomery Investment Management
Maryland
$435K
VFA
2178
Voya Financial Advisors
Connecticut
$434K
CF
2179
Claris Financial
Virginia
$433K
CA
2180
Claro Advisors
Massachusetts
$432K
SIC
2181
Samalin Investment Counsel
New York
$431K
BCM
2182
Berbice Capital Management
New York
$431K
EWA
2183
Encompass Wealth Advisors
Oregon
$430K
AWA
2184
Alta Wealth Advisors
Massachusetts
$427K
VCP
2185
Vista Capital Partners
Oregon
$426K
EGA
2186
E&G Advisors
Texas
$426K
WF
2187
Willow Financial
Arkansas
$426K
YDMI
2188
Y.D. More Investments
Israel
$425K
APW
2189
Aurora Private Wealth
New Jersey
$425K
NWM
2190
Northwest Wealth Management
Iowa
$425K
LSWP
2191
Liberty Square Wealth Partners
Pennsylvania
$423K
BBES
2192
Buffalo Business & Estate Services
New York
$423K
AA
2193
Acorns Advisers
California
$422K
EFG
2194
Ehrlich Financial Group
California
$421K
SSWM
2195
Strait & Sound Wealth Management
California
$421K
AWAU
2196
Alliance Wealth Advisors (Utah)
Utah
$420K
CG
2197
Clifford Group
Massachusetts
$420K
HI
2198
Hudock Inc
Pennsylvania
$418K
PCWA
2199
Pacific Capital Wealth Advisors
California
$418K
UFA
2200
Uptown Financial Advisors
Texas
$417K