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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
FPCP
1151
Fort Point Capital Partners
California
$2.38M +$191K +535 +9%
MWM
1152
Meridian Wealth Management
Kentucky
$2.38M +$289K +807 +14%
FNT
1153
First National Trust
Pennsylvania
$2.38M -$180K -503 -7%
SCI
1154
S&CO Inc
Massachusetts
$2.36M
PGWM
1155
Parisi Gray Wealth Management
New Jersey
$2.36M +$1.07K +3 +0%
MA
1156
MCF Advisors
Kentucky
$2.35M +$1.12M +3,125 +97%
AC
1157
Avestar Capital
New York
$2.35M +$16.1K +45 +0.7%
FCP
1158
Fidelis Capital Partners
Florida
$2.35M +$416K +1,163 +22%
LIM
1159
Leavell Investment Management
Alabama
$2.34M
EM
1160
Excalibur Management
Massachusetts
$2.34M -$141K -395 -6%
KF
1161
Krilogy Financial
Missouri
$2.34M +$175K +488 +8%
CP
1162
CenterBook Partners
Connecticut
$2.34M +$1.68M +4,699 +290%
SA
1163
Strategic Advocates
Utah
$2.33M +$312K +873 +16%
RCM
1164
RMR Capital Management
California
$2.32M
CRC
1165
Curi RMB Capital
Illinois
$2.31M -$70.1K -196 -3%
GWP
1166
Gen-Wealth Partners
Michigan
$2.31M +$265K +741 +13%
ODE
1167
O'Domhnaill Enterprises
Wyoming
$2.31M +$2.23M +6,236 New
PSB
1168
Piscataqua Savings Bank
New Hampshire
$2.3M -$25.1K -70 -1%
CP
1169
Canopy Partners
Ohio
$2.3M +$21.8K +61 +1%
RA
1170
Rational Advisors
New York
$2.3M -$895K -2,500 -29%
DI
1171
Diligent Investors
California
$2.29M +$358 +1 +0%
OWP
1172
Obermeyer Wealth Partners
Colorado
$2.29M +$2.5K +7 +0.1%
SP
1173
Stablepoint Partners
Massachusetts
$2.29M -$95.5K -267 -4%
TAM
1174
Trust Asset Management
Texas
$2.29M -$85.9K -240 -4%
VIM
1175
Vinva Investment Management
Australia
$2.27M -$1.95M -5,462 -47%