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American Express

2,992 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 400 funds opening new positions, 1,053 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:

1.51% more ownership

Funds ownership: 83.61%85.12% (+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: 1,053 | Existing positions reduced: 1,121

Holders
2,992
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
106
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
IB
2301
Intrust Bank
Kansas
$349K
SIC
2302
Sterling Investment Counsel
New York
$348K
FMII
2303
Farmers & Merchants Investments Inc
Nebraska
$348K
WIM
2304
Westside Investment Management
California
$348K
HG
2305
Harbor Group
New Hampshire
$348K
OCM
2306
Orion Capital Management
California
$348K
SSA
2307
South Street Advisors
New York
$347K
DDC
2308
DF Dent & Co
Maryland
$346K
GPI
2309
General Partner Inc
Pennsylvania
$346K
AW
2310
Atlas Wealth
Ohio
$346K
BC
2311
Burney Company
Virginia
$346K
RCG
2312
Ruane, Cunniff & Goldfarb
New York
$345K
CNTOF
2313
Canandaigua National Trust of Florida
New York
$345K
HCA
2314
Hyperion Capital Advisors
New York
$344K
CST
2315
Charles Schwab Trust
Nevada
$341K
WWM
2316
WT Wealth Management
Arizona
$341K
EBSAM
2317
Eubel Brady & Suttman Asset Management
Ohio
$341K
ACA
2318
Ackerman Capital Advisors
Texas
$340K
SC
2319
Stephenson & Company
California
$340K
JWM
2320
JGP Wealth Management
Oregon
$340K
GSWA
2321
Good Steward Wealth Advisors
Tennessee
$339K
HFS
2322
Hopwood Financial Services
Virginia
$338K
AWS
2323
Alliance Wealth Strategies
Virginia
$338K
BWP
2324
Barlow Wealth Partners
Kentucky
$337K
MPM
2325
Meritage Portfolio Management
Kansas
$336K