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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
HCM
1126
Hall Capital Management
Rhode Island
$2.52M +$29.7K +83 +1%
ACM
1127
Advisors Capital Management
New Jersey
$2.52M +$400K +1,118 +20%
RMAM
1128
Raab & Moskowitz Asset Management
New Jersey
$2.52M -$10.7K -30 -0.4%
FHC
1129
First Horizon Corporation
Tennessee
$2.5M +$69.8K +195 +3%
C
1130
Certuity
Florida
$2.5M +$1.43M +4,008 +146%
CPIG
1131
Chicago Partners Investment Group
Illinois
$2.48M +$14.3K +40 +0.6%
ECML
1132
Eagle Capital Management (Louisiana)
Louisiana
$2.48M +$52.6K +147 +2%
CWS
1133
Cypress Wealth Services
California
$2.47M +$197K +551 +9%
BFG
1134
Beacon Financial Group
Texas
$2.47M -$24.7K -69 -1%
EMB
1135
Elefante Mark B
$2.46M +$764K +2,134 +47%
NPT
1136
Nixon Peabody Trust
Massachusetts
$2.45M -$358K -1,000 -13%
CFFP
1137
Center for Financial Planning
Michigan
$2.45M
EFG
1138
Everhart Financial Group
Ohio
$2.42M +$575K +1,606 +32%
CAU
1139
Caxton Associates (UK)
$2.42M -$255K -712 -10%
BP
1140
BNP Paribas
France
$2.42M -$10.4K -29 -0.4%
GI
1141
GLOBALT Investments
Georgia
$2.42M -$46.9K -131 -2%
AAM
1142
Auxier Asset Management
Oregon
$2.41M -$170K -475 -7%
LDB
1143
Lee, Danner & Bass
Tennessee
$2.41M
IC
1144
Inkwell Capital
Florida
$2.41M -$35.8K -100 -2%
FCBT
1145
First Citizens Bank & Trust
North Carolina
$2.41M +$244K +681 +12%
BCM
1146
Bluefin Capital Management
New York
$2.4M +$2.33M +6,500 New
PAM
1147
Palisade Asset Management
Minnesota
$2.4M -$48K -134 -2%
SFS
1148
Solitude Financial Services
Virginia
$2.39M +$211K +589 +10%
CB
1149
Cadence Bank
Mississippi
$2.39M -$13.2K -37 -0.6%
BB
1150
Berkshire Bank
Massachusetts
$2.39M -$427K -1,194 -16%