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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
IPW
951
Inlet Private Wealth
Florida
$3.64M
AFG
952
Atomi Financial Group
New York
$3.64M +$426K +1,190 +14%
HSA
953
HBK Sorce Advisory
Pennsylvania
$3.64M -$62.6K -175 -2%
MC
954
Moors & Cabot
Massachusetts
$3.63M -$45.4K -127 -1%
LT
955
Lindsell Train
United Kingdom
$3.63M -$143K -400 -4%
NSUP
956
NLB Skladi upravljanje premozenja
$3.61M +$3.5M +9,770 New
KW
957
KWB Wealth
California
$3.61M -$30.8K -86 -0.9%
IAS
958
Insigneo Advisory Services
Florida
$3.61M -$54.4K -152 -2%
CPSC
959
Carl P. Sherr & Co
Massachusetts
$3.6M -$9.66K -27 -0.3%
QI
960
QV Investors
Alberta, Canada
$3.6M -$279K -780 -7%
WMA
961
West Michigan Advisors
Michigan
$3.59M +$242K +677 +7%
IA
962
IFP Advisors
Florida
$3.59M +$1.32M +3,678 +61%
USCWA
963
U.S. Capital Wealth Advisors
Texas
$3.58M +$62.3K +174 +2%
ACIM
964
Azimuth Capital Investment Management
Michigan
$3.57M -$254K -710 -7%
RWB
965
RMR Wealth Builders
New Jersey
$3.56M +$253K +706 +8%
IFWM
966
Institute for Wealth Management
Colorado
$3.55M -$41.5K -116 -1%
PFSC
967
Peoples Financial Services Corp
Pennsylvania
$3.54M -$286K -799 -8%
RCAG
968
Rehmann Capital Advisory Group
Michigan
$3.54M -$45.4K -127 -1%
AG
969
AlTi Global
New York
$3.54M -$4.58M -12,793 -57%
PWM
970
Parkshore Wealth Management
California
$3.54M +$6.08K +17 +0.2%
TC
971
TAGStone Capital
North Carolina
$3.54M -$71.6K -200 -2%
Connor, Clark & Lunn Investment Management (CC&L)
972
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.53M -$25.3M -70,725 -88%
GCWM
973
Guided Capital Wealth Management
Texas
$3.53M +$1.08M +3,010 +46%
PFA
974
Peak Financial Advisors
Colorado
$3.53M -$281K -784 -8%
RG
975
Rathbones Group
United Kingdom
$3.48M -$36.1K -101 -1%