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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
BIAS
1276
Beacon Investment Advisory Services
New Jersey
$1.87M -$2.86K -8 -0.2%
PC
1277
Pecaut & Co
Iowa
$1.87M
BWA
1278
Blodgett Wealth Advisors
California
$1.87M
MIA
1279
MeadowBrook Investment Advisors
Michigan
$1.86M -$17.9K -50 -1%
SOAMC
1280
Spirit of America Management Corp
New York
$1.85M
WCM
1281
Weik Capital Management
Pennsylvania
$1.85M -$16.1K -45 -0.9%
AI
1282
Accredited Investors
Minnesota
$1.84M
IP
1283
Ignite Planners
California
$1.83M +$101K +281 +6%
WAC
1284
William Allan Corp
Colorado
$1.83M -$75.9K -212 -4%
MYIA
1285
Mount Yale Investment Advisors
Colorado
$1.83M -$1.36M -3,794 -43%
BOH
1286
Bank of Hawaii
Hawaii
$1.83M -$37.2K -104 -2%
FFN
1287
Focus Financial Network
Minnesota
$1.83M -$76.2K -213 -4%
NHC
1288
Nicholas Hoffman & Company
Georgia
$1.82M -$26.8K -75 -2%
CFG
1289
Carr Financial Group
Massachusetts
$1.82M +$11.8K +33 +0.7%
HIA
1290
Harbor Investment Advisory
Maryland
$1.81M +$37.9K +106 +2%
CCFCSB
1291
Cape Cod Five Cents Savings Bank
Massachusetts
$1.81M
WA
1292
Wealth Alliance
New York
$1.81M -$162K -452 -8%
AA
1293
ALPS Advisors
Colorado
$1.8M -$93K -260 -5%
AWM
1294
Accurate Wealth Management
Florida
$1.8M +$117K +327 +7%
OW
1295
Olistico Wealth
Oklahoma
$1.79M +$146K +407 +9%
AIP
1296
Ameritas Investment Partners
Nebraska
$1.78M -$49.7K -139 -3%
PA
1297
PFG Advisors
Arizona
$1.78M -$133K -372 -7%
MFG
1298
Magnus Financial Group
New York
$1.78M +$73K +204 +4%
FDS
1299
First Dallas Securities
Texas
$1.78M +$8.95K +25 +0.5%
BAM
1300
Beaumont Asset Management
Texas
$1.78M -$30.8K -86 -2%