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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
JSSH
1051
J. Safra Sarasin Holding
$3M +$2.4M +6,711 +477%
SCM
1052
Sterling Capital Management
North Carolina
$3M -$308K -862 -10%
PIM
1053
Penobscot Investment Management
Massachusetts
$2.99M +$9.3K +26 +0.3%
FFM
1054
Forum Financial Management
Illinois
$2.98M -$15.4K -43 -0.5%
IA
1055
IFG Advisory
Georgia
$2.97M -$15.4K -43 -0.5%
NED
1056
Nancy E. Dempze
$2.96M +$1.06M +2,953 +58%
LGA
1057
Lebenthal Global Advisors
New York
$2.96M +$278K +778 +11%
DA
1058
Dover Advisors
Virginia
$2.95M +$10.4K +29 +0.4%
PWM
1059
Pinnacle Wealth Management
California
$2.95M +$39.4K +110 +1%
HIC
1060
Holderness Investments Company
North Carolina
$2.95M +$74.4K +208 +3%
NME
1061
Notis-McConarty Edward
$2.94M +$945K +2,640 +50%
WI
1062
WBI Investments
New Jersey
$2.93M +$476K +1,329 +20%
HNB
1063
Hilltop National Bank
Wyoming
$2.92M -$1.43K -4 -0.1%
GC
1064
GFG Capital
Florida
$2.92M -$101K -282 -3%
HA
1065
Huntleigh Advisors
Missouri
$2.91M +$293K +820 +12%
XWM
1066
Xcel Wealth Management
Florida
$2.91M -$739K -2,065 -21%
VWM
1067
Vivid Wealth Management
Iowa
$2.91M -$65.5K -183 -2%
SWMG
1068
Signature Wealth Management Group
Georgia
$2.91M -$308K -861 -10%
GIA
1069
Gateway Investment Advisers
Ohio
$2.91M +$234K +654 +9%
WIC
1070
Wilkins Investment Counsel
Massachusetts
$2.9M -$26.8K -75 -0.9%
MCM
1071
Mengis Capital Management
Oregon
$2.88M
PI
1072
PFG Investments
New York
$2.88M +$325K +908 +13%
RIL
1073
Rothschild Investment LLC
Illinois
$2.87M +$8.23K +23 +0.3%
FNBT
1074
FineMark National Bank & Trust
Florida
$2.86M -$180K -504 -6%
MA
1075
Mutual Advisors
Nebraska
$2.85M +$129K +360 +5%