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

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
36.8%
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
TE
976
Tema ETFs
New York
$3.45M -$8.59K -24 -0.3%
IVP
977
Intrinsic Value Partners
Arizona
$3.44M -$232K -649 -7%
FWA
978
FOCUS Wealth Advisors
Texas
$3.43M +$358 +1 +0%
NL
979
NVWM LLC
Pennsylvania
$3.42M -$111K -309 -3%
CG
980
Castellan Group
Kentucky
$3.42M +$3.31M +9,237 New
ACL
981
Applied Capital LLC
Florida
$3.41M +$10.7K +30 +0.3%
TCM
982
Twin Capital Management
Pennsylvania
$3.41M +$294K +821 +10%
LWM
983
Lodestone Wealth Management
Washington
$3.4M -$96.3K -269 -3%
HFM
984
Hartford Funds Management
Pennsylvania
$3.39M +$443K +1,238 +16%
PCG
985
Prosperity Consulting Group
Maryland
$3.39M +$31.5K +88 +1%
PI
986
Pettee Investors
Connecticut
$3.38M +$8.95K +25 +0.3%
BPC
987
Banque Pictet & Cie
Switzerland
$3.38M -$1.42M -3,972 -30%
MGIA
988
Moneta Group Investment Advisors
Missouri
$3.38M -$378K -1,055 -10%
MYLI
989
Meiji Yasuda Life Insurance
Japan
$3.37M -$23.3K -65 -0.7%
CCG
990
Ceeto Capital Group
Florida
$3.37M -$89.5K -250 -3%
EHWM
991
Eads & Heald Wealth Management
Georgia
$3.36M -$105K -293 -3%
TBNY
992
Trustco Bank (New York)
New York
$3.35M -$35.8K -100 -1%
MWM
993
Mindset Wealth Management
Indiana
$3.34M +$55.1K +154 +2%
OAM
994
Ostrum Asset Management
France
$3.34M -$611K -1,708 -16%
GWMR
995
GC Wealth Management RIA
Massachusetts
$3.34M -$1.03M -2,876 -24%
IA
996
IFC Advisors
California
$3.34M -$26.5K -74 -0.8%
GCC
997
Guardian Capital (Canada)
Ontario, Canada
$3.33M -$215K -600 -6%
FA
998
Faithward Advisors
Pennsylvania
$3.32M +$3.21M +8,981 New
MPWT
999
MassMutual Private Wealth & Trust
Connecticut
$3.31M -$118K -329 -4%
FFO
1000
Fiduciary Family Office
Florida
$3.3M -$12.9K -36 -0.4%