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American Express

3,027 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, 1,060 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: 2,7483,027 (+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: 1,060 | Existing positions reduced: 1,123

Holders
3,027
Holders Change
+279
Holders Change %
+10.15%
% of All Funds
36.82%
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
1,060
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
NIA
1251
NBZ Investment Advisors
Tennessee
$1.94M -$59.4K -166 -3%
ST
1252
Spinnaker Trust
Maine
$1.93M +$48.3K +135 +3%
RA
1253
Ransom Advisory
Rhode Island
$1.93M -$266K -742 -12%
RAM
1254
Ramirez Asset Management
New York
$1.92M
SA
1255
Strategic Advisors
New York
$1.92M -$83.4K -233 -4%
WSC
1256
Wellington Shields & Co
New York
$1.92M +$59.8K +167 +3%
VRM
1257
Vectors Research Management
New York
$1.92M -$37.9K -106 -2%
BMCM
1258
Bryn Mawr Capital Management
Pennsylvania
$1.92M +$65.8K +184 +4%
GC
1259
Garde Capital
Washington
$1.92M +$7.16K +20 +0.4%
ECM
1260
Element Capital Management
New York
$1.91M +$1.85M +5,165 New
CPG
1261
Cornerstone Planning Group
New Jersey
$1.91M +$6.8K +19 +0.4%
APC
1262
Aspire Private Capital
North Carolina
$1.91M -$47.2K -132 -2%
SWA
1263
Stratos Wealth Advisors
Ohio
$1.9M +$41.5K +116 +2%
SWM
1264
Sterling Wealth Management
Illinois
$1.9M -$358 -1 -0%
PVI
1265
Pine Valley Investments
New Jersey
$1.89M -$17.5K -49 -0.9%
SAM
1266
S.A. Mason
Michigan
$1.89M -$3.94K -11 -0.2%
FP
1267
Factorial Partners
New York
$1.89M
LWL
1268
Leo Wealth LLC
Texas
$1.88M +$505K +1,410 +38%
GW
1269
Griffith & Werner
Georgia
$1.88M +$15.4K +43 +0.9%
WA
1270
WealthTrust Axiom
Pennsylvania
$1.88M
NFA
1271
Northern Financial Advisors
Michigan
$1.88M -$1.33M -3,713 -42%
CFO
1272
Cambient Family Office
Michigan
$1.88M +$1.82M +5,083 New
BAAM
1273
Baker Avenue Asset Management
California
$1.88M +$24.3K +68 +1%
BI
1274
Bradyco Inc
Massachusetts
$1.88M
PDL
1275
Portfolio Design Labs
California
$1.88M +$23.3K +65 +1%