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American Express

3,026 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 423 funds opening new positions, 1,059 increasing their positions, 1,123 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

370% more first-time investments, than exits

New positions opened: 423 | 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: 2,7463,026 (+280)

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
3,026
Holders Change
+280
Holders Change %
+10.2%
% of All Funds
36.81%
Holding in Top 10
107
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+13.83%
% of All Funds
1.3%
New
423
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
NWM
1226
Northcape Wealth Management
New York
$2.04M
AIM
1227
Acropolis Investment Management
Missouri
$2.04M +$115K +320 +6%
AC
1228
AlphaCore Capital
California
$2.04M +$983K +2,747 +99%
PC
1229
Parrish Capital
Georgia
$2.04M +$1.97M +5,504 New
IA
1230
Icon Advisers
Colorado
$2.03M
SC
1231
Sapient Capital
Indiana
$2.03M -$68K -190 -3%
CWM
1232
Chesapeake Wealth Management
Virginia
$2.02M -$73.4K -205 -4%
ABWM
1233
Alpine Bank Wealth Management
Colorado
$2.01M
SPC
1234
Spirepoint Private Client
Florida
$2.01M +$247K +691 +15%
MIA
1235
MainStreet Investment Advisors
Illinois
$2.01M -$157K -439 -7%
TFCM
1236
Taylor Frigon Capital Management
Arizona
$2M -$722K -2,017 -27%
LWANC
1237
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.99M -$27.6K -77 -1%
CAMG
1238
CWA Asset Management Group
Florida
$1.99M +$58.7K +164 +3%
MCP
1239
Miller Capital Partners
Michigan
$1.99M +$1.92M +5,376 New
AWC
1240
Abundance Wealth Counselors
Pennsylvania
$1.98M -$35.1K -98 -2%
CB
1241
Community Bank
New York
$1.98M -$26.8K -75 -1%
NAG
1242
Northstar Advisory Group
New Jersey
$1.98M -$37.9K -106 -2%
DA
1243
Doliver Advisors
Texas
$1.97M +$285K +796 +18%
NG
1244
Norden Group
Utah
$1.96M +$30.4K +85 +2%
VIA
1245
Virtus Investment Advisers
Connecticut
$1.95M -$221K -618 -10%
AO
1246
Advisor OS
Illinois
$1.95M -$206K -575 -10%
RE
1247
Rydar Equities
Texas
$1.95M +$716 +2 +0%
SW
1248
SVB Wealth
Massachusetts
$1.95M -$56.2K -157 -3%
CI
1249
Cigna Investments
Connecticut
$1.94M -$1.79K -5 -0.1%
LWCFA
1250
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.94M +$9.3K +26 +0.5%