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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
SS
1001
SBI Securities
Japan
$3.29M -$92.7K -259 -3%
BCM
1002
Bridgeway Capital Management
Texas
$3.27M -$17.9K -50 -0.6%
AWA
1003
Arete Wealth Advisors
Illinois
$3.27M -$1.76M -4,913 -36%
PCS
1004
Personal CFO Solutions
New Jersey
$3.27M -$162K -452 -5%
TSS
1005
Two Sigma Securities
New York
$3.25M +$2.11M +5,903 +204%
FB
1006
Fulton Bank
Pennsylvania
$3.25M +$55.8K +156 +2%
AIM
1007
Anchor Investment Management
South Carolina
$3.24M -$137K -384 -4%
BONH
1008
Bank of New Hampshire
New Hampshire
$3.24M -$78.7K -220 -2%
PH
1009
Pinnacle Holdings
Oklahoma
$3.24M -$33.3K -93 -1%
RDWM
1010
Red Door Wealth Management
Tennessee
$3.24M +$331K +924 +12%
FCM
1011
Fire Capital Management
California
$3.21M -$288K -805 -8%
NAM
1012
NTV Asset Management
West Virginia
$3.2M -$197K -550 -6%
BPWM
1013
BCS Private Wealth Management
New Jersey
$3.2M -$240K -671 -7%
PWP
1014
Private Wealth Partners
California
$3.18M -$716K -2,001 -19%
PWP
1015
Principle Wealth Partners
Connecticut
$3.18M +$15.4K +43 +0.5%
BAM
1016
Berkshire Asset Management
Pennsylvania
$3.17M -$32.6K -91 -1%
WIC
1017
Woodmont Investment Counsel
Tennessee
$3.17M +$12.5K +35 +0.4%
SC
1018
Syon Capital
California
$3.16M +$225K +628 +8%
HR
1019
Hardy Reed
Mississippi
$3.16M +$5.37K +15 +0.2%
BIA
1020
Beacon Investment Advisors
Maryland
$3.16M -$286K -800 -9%
IAMOG
1021
Investors Asset Management of Georgia
Georgia
$3.16M
DAL
1022
Delta Accumulation LLC
California
$3.14M
TG
1023
TCW Group
California
$3.14M +$3.04M +8,498 New
BIA
1024
Bigelow Investment Advisors
Maine
$3.14M -$66.6K -186 -2%
ALAM
1025
Asahi Life Asset Management
Japan
$3.14M -$254K -711 -8%