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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
HDA
1101
Harold Davidson & Associates
California
$2.67M -$3.94K -11 -0.2%
BWP
1102
Balboa Wealth Partners
Arizona
$2.67M +$67.3K +188 +3%
CWS
1103
Confluence Wealth Services
Pennsylvania
$2.66M -$3.94K -11 -0.2%
AC
1104
Arjuna Capital
North Carolina
$2.65M -$12.5K -35 -0.5%
BCM
1105
Boltwood Capital Management
California
$2.64M -$35.1K -98 -1%
CS
1106
Cannell & Spears
New York
$2.64M -$261K -730 -9%
SS
1107
Sunbelt Securities
Texas
$2.63M +$12.9K +36 +0.5%
TFP
1108
Tilia Fiduciary Partners
North Carolina
$2.63M +$80.5K +225 +3%
AAP
1109
Arax Advisory Partners
Colorado
$2.62M -$405K -1,132 -14%
BHPW
1110
Beverly Hills Private Wealth
California
$2.62M -$53.3K -149 -2%
CCIA
1111
Campbell & Co Investment Adviser
Maryland
$2.61M +$2.53M +7,064 New
BTI
1112
Blue Trust Inc
Georgia
$2.61M -$296K -826 -10%
AWM
1113
Axxcess Wealth Management
California
$2.61M +$90.9K +254 +4%
O
1114
Ossiam
France
$2.6M -$658K -1,838 -21%
PCMNC
1115
Piedmont Capital Management (North Carolina)
North Carolina
$2.59M +$2.51M +7,012 New
KC
1116
Kepler Cheuvreux
$2.59M +$2.51M +7,004 New
IP
1117
Intellectus Partners
California
$2.57M -$89.5K -250 -3%
SYBT
1118
Stock Yards Bank & Trust
Kentucky
$2.56M -$42.9K -120 -2%
NFG
1119
Nations Financial Group
Iowa
$2.54M +$102K +284 +4%
SF
1120
Symphony Financial
Texas
$2.54M +$92K +257 +4%
BIM
1121
Baldwin Investment Management
Pennsylvania
$2.54M -$27.6K -77 -1%
EHC
1122
Everett Harris & Co
California
$2.53M -$26.8K -75 -1%
MT
1123
Midwest Trust
Kansas
$2.53M -$49K -137 -2%
BWM
1124
Bluebird Wealth Management
Massachusetts
$2.53M +$2.45M +6,843 New
ML
1125
McAdam LLC
Pennsylvania
$2.53M +$27.6K +77 +1%