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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
AGA
1076
Accuvest Global Advisors
Utah
$2.85M -$1.29M -3,615 -32%
BHBT
1077
Burke & Herbert Bank & Trust
Virginia
$2.85M -$94.8K -265 -3%
AAB
1078
ABN AMRO Bank
Netherlands
$2.84M +$2.42M +6,760 +743%
OFS
1079
Oldfather Financial Services
Nebraska
$2.84M +$62.6K +175 +2%
VA
1080
VestGen Advisors
Illinois
$2.84M +$118K +329 +4%
BCI
1081
Blue Capital Inc
Nebraska
$2.84M +$2.75M +7,671 New
MNBTD
1082
Moody National Bank Trust Division
Texas
$2.83M -$1.64M -4,595 -37%
LFG
1083
Lazard Frères Gestion
France
$2.83M -$57.3K -160 -2%
MCM
1084
Marsico Capital Management
Colorado
$2.83M -$1.65M -4,599 -38%
SAM
1085
Sawgrass Asset Management
Florida
$2.83M
WKWM
1086
Walter & Keenan Wealth Management
Indiana
$2.83M +$49K +137 +2%
RCIM
1087
Red Cedar Investment Management
Michigan
$2.82M
BRWA
1088
B. Riley Wealth Advisors
Florida
$2.79M +$48.3K +135 +2%
SSCA
1089
South Shore Capital Advisors
Massachusetts
$2.78M +$2.69M +7,527 New
JWM
1090
Jackson Wealth Management
Florida
$2.78M +$54K +151 +2%
GTAM
1091
Global Trust Asset Management
Florida
$2.77M +$1.38M +3,850 +106%
QI
1092
Qtron Investments
Massachusetts
$2.77M -$585K -1,635 -18%
DWM
1093
Dakota Wealth Management
Florida
$2.77M -$2.66M -7,422 -50%
DRD
1094
Dennis R. Delaney
$2.74M +$810K +2,263 +44%
VC
1095
Veracity Capital
Georgia
$2.74M +$716 +2 +0%
SAI
1096
Savvy Advisors Inc
New York
$2.74M +$833K +2,327 +46%
AWA
1097
Aaron Wealth Advisors
Illinois
$2.73M +$731K +2,042 +38%
CSC
1098
Caldwell Sutter Capital
California
$2.71M
FHA
1099
Flagship Harbor Advisors
Massachusetts
$2.7M -$329K -919 -11%
BA
1100
Birinyi Associates
Connecticut
$2.68M