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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
LEA
1201
Legacy Edge Advisors
New York
$2.18M +$2.11M +5,897 New
LCG
1202
Lakeshore Capital Group
Illinois
$2.18M +$36.1K +101 +2%
SFO
1203
Stokes Family Office
Louisiana
$2.18M -$54.8K -153 -3%
WTA
1204
Washington Trust Advisors
Massachusetts
$2.18M -$9.66K -27 -0.5%
HWP
1205
Highline Wealth Partners
California
$2.17M +$6.8K +19 +0.3%
SFA
1206
Souders Financial Advisors
Ohio
$2.16M +$45.8K +128 +2%
TPW
1207
Transatlantique Private Wealth
New York
$2.11M -$96.6K -270 -5%
TCBWMS
1208
Texas Capital Bank Wealth Management Services
Texas
$2.11M +$1.65M +4,615 +426%
CCA
1209
Cadent Capital Advisors
Oklahoma
$2.1M +$452K +1,263 +29%
SP
1210
Stonebrook Private
Michigan
$2.1M +$9.3K +26 +0.5%
FPAS
1211
Focus Partners Advisor Solutions
Missouri
$2.09M +$462K +1,290 +30%
PPWP
1212
Premier Path Wealth Partners
New Jersey
$2.09M +$61.2K +171 +3%
CCA
1213
Checchi Capital Advisers
California
$2.09M -$9.3K -26 -0.5%
CA
1214
Crewe Advisors
Utah
$2.08M -$716 -2 -0%
ABC
1215
Associated Banc-Corp
Wisconsin
$2.08M -$82.3K -230 -4%
JRPIM
1216
Journey Retirement Planning & Investment Management
Idaho
$2.08M +$2.01M +5,628 New
PTC
1217
Private Trust Company
Ohio
$2.08M +$16.5K +46 +0.8%
NSIM
1218
North Star Investment Management
Illinois
$2.08M +$332K +928 +20%
KCM
1219
KRS Capital Management
Michigan
$2.07M -$1.43K -4 -0.1%
IA
1220
Insight Advisors
Pennsylvania
$2.07M -$42.2K -118 -2%
3IP
1221
3Chopt Investment Partners
Virginia
$2.07M -$38.6K -108 -2%
CAL
1222
Capital Analysts LLC
Pennsylvania
$2.06M +$16.5K +46 +0.8%
IA
1223
Integrity Alliance
Iowa
$2.05M +$440K +1,230 +28%
HIMS
1224
Hager Investment Management Services
New Hampshire
$2.05M +$509K +1,422 +35%
NS
1225
NBC Securities
Alabama
$2.05M -$66.2K -185 -3%