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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

369% more first-time investments, than exits

New positions opened: 422 | Existing positions closed: 90

14% more funds holding in top 10

Funds holding in top 10: 94107 (+13)

12% more capital invested

Capital invested by funds: $193B → $217B (+$23.5B)

10% more funds holding

Funds holding: 2,7463,025 (+279)

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
+279
Holders Change %
+10.16%
% of All Funds
36.81%
Holding in Top 10
107
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+13.83%
% of All Funds
1.3%
New
422
Increased
1,059
Reduced
1,123
Closed
90
Calls
$3.22B
Puts
$3.22B
Net Calls
+$584K
Net Calls Change
-$581M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
926
Mission Wealth Management
California
$3.88M +$47.6K +133 +1%
ST
927
Smithfield Trust
Pennsylvania
$3.88M -$1.43K -4 -0%
COI
928
Connable Office Inc
Michigan
$3.85M -$15.4K -43 -0.4%
SAM
929
Smartleaf Asset Management
Massachusetts
$3.85M +$675K +1,886 +22%
KIA
930
KCM Investment Advisors
California
$3.85M -$195K -546 -5%
CI
931
Capital International
California
$3.81M +$3.69M +10,305 New
BO
932
Bank OZK
Arkansas
$3.77M -$13.2K -37 -0.4%
AA
933
Argent Advisors
Louisiana
$3.75M -$56.5K -158 -2%
MMPW
934
Mitchell McLeod Pugh & Williams
Alabama
$3.73M -$40.1K -112 -1%
PA
935
Profund Advisors
Maryland
$3.72M -$623K -1,741 -15%
OPCM
936
Osborne Partners Capital Management
California
$3.71M -$35.1K -98 -1%
ISL
937
Ingalls & Snyder LLC
New York
$3.71M -$24K -67 -0.7%
CCP
938
Cunning Capital Partners
North Carolina
$3.7M
SCM
939
SOL Capital Management
Maryland
$3.7M -$35.8K -100 -1%
VST
940
Van Strum & Towne
California
$3.7M
GIO
941
Galilei Investment Office
United Kingdom
$3.69M
UHC
942
Union Heritage Capital
Michigan
$3.69M
Marshall Wace
943
Marshall Wace
United Kingdom
$3.68M +$1.41M +3,954 +66%
KC
944
Knuff & Co
California
$3.68M +$37.9K +106 +1%
PIC
945
PCJ Investment Counsel
Ontario, Canada
$3.68M +$3.56M +9,940 New
SC
946
Sawyer & Company
Massachusetts
$3.67M -$61.5K -172 -2%
WWM
947
Wolff Wiese Magana
California
$3.66M +$46.5K +130 +1%
BCB
948
Brian C. Broderick
$3.66M +$911K +2,546 +35%
WFC
949
Western Financial Corp
California
$3.65M -$56.9K -159 -2%
DAM
950
Doheny Asset Management
California
$3.65M