AXP icon

American Express

2,978 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 395 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
2,978
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
MCP
2426
Mirador Capital Partners
California
$297K
CIAM
2427
Caitong International Asset Management
Hong Kong
$297K
CAM
2428
Close Asset Management
United Kingdom
$296K
SW
2429
SlateStone Wealth
Florida
$296K
WC
2430
Wexford Capital
Florida
$296K
KIA
2431
Knollwood Investment Advisory
Maryland
$296K
BRM
2432
Boston Research & Management
Massachusetts
$295K
VW
2433
Vance Wealth
California
$295K
DIM
2434
DLK Investment Management
California
$294K
Betterment LLC
2435
Betterment LLC
New York
$293K
GFA
2436
Gallagher Fiduciary Advisors
Illinois
$292K
JCM
2437
Jacobsen Capital Management
Utah
$291K
HIS
2438
Harvest Investment Services
Illinois
$291K
PAM
2439
PVG Asset Management
Colorado
$291K
HGWM
2440
Horst & Graben Wealth Management
Oregon
$291K
GCP
2441
Guardian Capital (Pennsylvania)
Pennsylvania
$290K
LFGO
2442
Legacy Financial Group (Oklahoma)
Oklahoma
$290K
B
2443
Bellecapital
Switzerland
$290K
WDL
2444
Well Done LLC
Michigan
$289K
APL
2445
ADVISORTRUST PARTNERS, LLC
North Carolina
$289K
CWA
2446
Consilium Wealth Advisory
Texas
$288K
DWM
2447
DecisionMap Wealth Management
Virginia
$287K
SFG
2448
SevenBridge Financial Group
Pennsylvania
$287K
NECFA
2449
New England Capital Financial Advisors
Connecticut
$286K
DF
2450
Donoghue Forlines
Massachusetts
$285K