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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
DCA
1176
DSG Capital Advisors
Minnesota
$2.26M +$610K +1,704 +37%
PPWM
1177
Paragon Private Wealth Management
Kentucky
$2.26M +$107K +298 +5%
NWAG
1178
Net Worth Advisory Group
Utah
$2.26M +$79.8K +223 +4%
KB
1179
Kimelman & Baird
New York
$2.25M +$1.73M +4,837 +387%
GBT
1180
Grove Bank & Trust
Florida
$2.25M -$2.5K -7 -0.1%
FBT
1181
First Bank & Trust
South Dakota
$2.24M +$2.17M +6,065 New
FWTB
1182
First Western Trust Bank
Colorado
$2.24M +$817K +2,283 +60%
JF
1183
Jump Financial
Illinois
$2.24M -$2.43M -6,788 -53%
WC
1184
Weil Company
California
$2.24M
SIM
1185
SWP Investment Management
Ohio
$2.24M +$554K +1,548 +34%
CIA
1186
Citadel Investment Advisory
Ohio
$2.23M
FCG
1187
Fielder Capital Group
Tennessee
$2.23M +$6.8K +19 +0.3%
MPWS
1188
McCarter Private Wealth Services
Massachusetts
$2.23M +$7.16K +20 +0.3%
HI
1189
Harbour Investments
Wisconsin
$2.23M +$1.43K +4 +0.1%
HWM
1190
Hohimer Wealth Management
Washington
$2.21M +$22.9K +64 +1%
EIC
1191
Equity Investment Corp
Georgia
$2.21M -$311K -869 -13%
CAM
1192
Cozad Asset Management
Illinois
$2.21M +$172K +481 +9%
Verition Fund Management
1193
Verition Fund Management
Connecticut
$2.2M -$1.12M -3,142 -35%
DS
1194
DRW Securities
Illinois
$2.2M -$1.49M -4,160 -41%
SMA
1195
Sage Mountain Advisors
Georgia
$2.19M -$122K -341 -5%
BB
1196
Busey Bank
Illinois
$2.19M -$1.43K -4 -0.1%
EWA
1197
EverSource Wealth Advisors
Alabama
$2.19M +$436K +1,218 +26%
YIA
1198
YHB Investment Advisors
Connecticut
$2.19M -$15.4K -43 -0.7%
MFG
1199
Monte Financial Group
Connecticut
$2.19M -$45.1K -126 -2%
ICP
1200
Interchange Capital Partners
Pennsylvania
$2.18M +$21.1K +59 +1%