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
FMII
2326
Farmers & Merchants Investments Inc
Nebraska
$348K
WIM
2327
Westside Investment Management
California
$348K
HG
2328
Harbor Group
New Hampshire
$348K
OCM
2329
Orion Capital Management
California
$348K
SSA
2330
South Street Advisors
New York
$347K
DDC
2331
DF Dent & Co
Maryland
$346K
GPI
2332
General Partner Inc
Pennsylvania
$346K
AW
2333
Atlas Wealth
Ohio
$346K
BC
2334
Burney Company
Virginia
$346K
RCG
2335
Ruane, Cunniff & Goldfarb
New York
$345K
CNTOF
2336
Canandaigua National Trust of Florida
New York
$345K
HCA
2337
Hyperion Capital Advisors
New York
$344K
CST
2338
Charles Schwab Trust
Nevada
$341K
WWM
2339
WT Wealth Management
Arizona
$341K
EBSAM
2340
Eubel Brady & Suttman Asset Management
Ohio
$341K
ACA
2341
Ackerman Capital Advisors
Texas
$340K
SC
2342
Stephenson & Company
California
$340K
JWM
2343
JGP Wealth Management
Oregon
$340K
GSWA
2344
Good Steward Wealth Advisors
Tennessee
$339K
HFS
2345
Hopwood Financial Services
Virginia
$338K
AWS
2346
Alliance Wealth Strategies
Virginia
$338K
BWP
2347
Barlow Wealth Partners
Kentucky
$337K
MPM
2348
Meritage Portfolio Management
Kansas
$336K
SDWMA
2349
Schneider Downs Wealth Management Advisors
Pennsylvania
$336K
SSWM
2350
Sheets Smith Wealth Management
North Carolina
$336K