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
TL
2251
Tradewinds LLC
North Carolina
$388K
PCM
2252
Park Capital Management
Wisconsin
$387K
GGI
2253
Godsey & Gibb Inc
Virginia
$387K
NQWM
2254
Northwest Quadrant Wealth Management
Oregon
$387K
RBC
2255
Roble Belko & Company
Pennsylvania
$385K
BWM
2256
BCS Wealth Management
Tennessee
$384K
AA
2257
Alesco Advisors
New York
$382K
AFM
2258
Aspetuck Financial Management
Connecticut
$381K
SW
2259
Solidarity Wealth
Utah
$380K
SAM
2260
Stembrook Asset Management
New Jersey
$380K
PWM
2261
Peck Wealth Management
New York
$378K
VC
2262
Veery Capital
Delaware
$377K
CA
2263
Cornerstone Advisory
Maryland
$376K
MAWCM
2264
Mine & Arao Wealth Creation & Management
California
$376K
WMP
2265
Wealth Management Partners
Arizona
$375K
AGWCA
2266
Annis Gardner Whiting Capital Advisors
Florida
$375K
BWM
2267
Buckley Wealth Management
Nevada
$375K
TPA
2268
Trivium Point Advisory
Connecticut
$375K
BA
2269
Bellwether Advisors
Nebraska
$373K
AWAG
2270
ARS Wealth Advisors Group
Florida
$373K
FAM
2271
Formidable Asset Management
Ohio
$373K
HIIFS
2272
Harel Insurance Investments & Financial Services
Israel
$373K
AFW
2273
Avantra Family Wealth
Pennsylvania
$372K
RAM
2274
Reflection Asset Management
South Carolina
$371K
VIM
2275
Vista Investment Management
Pennsylvania
$371K