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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
36.8%
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
SWA
1026
SOA Wealth Advisors
New York
$3.13M -$35.8K -100 -1%
CA
1027
Cannon Advisors
North Carolina
$3.12M -$211K -590 -6%
BFA
1028
Buttonwood Financial Advisors
Maryland
$3.12M -$89.1K -249 -3%
WWM
1029
Western Wealth Management
Colorado
$3.12M -$7.87K -22 -0.3%
PMG
1030
ProVise Management Group
Florida
$3.12M -$65.1K -182 -2%
BFA
1031
Beaumont Financial Advisors
Massachusetts
$3.11M -$14K -39 -0.5%
TAM
1032
Tealwood Asset Management
Minnesota
$3.11M +$1.79K +5 +0.1%
MHIC
1033
Marble Harbor Investment Counsel
Massachusetts
$3.09M -$5.37K -15 -0.2%
CNBTD
1034
Citizens National Bank Trust Department
Mississippi
$3.09M -$118K -329 -4%
NEAM
1035
New England Asset Management
Connecticut
$3.09M
FC
1036
Farringdon Capital
United Kingdom
$3.08M +$1.49M +4,174 +101%
NI
1037
Natural Investments
California
$3.08M -$358 -1 -0%
BA
1038
Bridgewater Advisors
New York
$3.08M +$26.1K +73 +0.9%
FSA
1039
Financial Security Advisor
Virginia
$3.07M -$261K -729 -8%
FWCM
1040
Ferguson Wellman Capital Management
Oregon
$3.05M -$484K -1,353 -14%
MG
1041
Mather Group
Illinois
$3.05M +$481K +1,344 +19%
HCMG
1042
Howard Capital Management Group
California
$3.04M -$71.6K -200 -2%
BOS
1043
Bank of Stockton
California
$3.04M -$28.6K -80 -1%
ACM
1044
Accent Capital Management
Ohio
$3.03M
Kayne Anderson Rudnick Investment Management
1045
Kayne Anderson Rudnick Investment Management
California
$3.03M +$686K +1,918 +31%
CCS
1046
Concentric Capital Strategies
Connecticut
$3.02M +$2.92M +8,172 New
IWA
1047
Icon Wealth Advisors
Texas
$3.02M +$210K +586 +8%
TIM
1048
Triad Investment Management
California
$3.01M +$2.91M +8,138 New
SIAG
1049
Signet Investment Advisory Group
Rhode Island
$3.01M +$81.2K +227 +3%
EWM
1050
Elite Wealth Management
Washington
$3.01M -$67.3K -188 -2%