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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
A
1301
Argentarii
Ohio
$1.77M +$358 +1 +0%
SI
1302
Saxon Interests
Texas
$1.77M +$2.86K +8 +0.2%
LRPA
1303
L. Roy Papp & Associates
Arizona
$1.77M +$99.8K +279 +6%
AL
1304
Aspiriant LLC
California
$1.77M +$154K +430 +10%
MAM
1305
Mystic Asset Management
Rhode Island
$1.76M +$20.8K +58 +1%
SIA
1306
Schear Investment Advisers
Ohio
$1.76M +$437K +1,222 +35%
SAM
1307
Sompo Asset Management
Japan
$1.76M -$132K -370 -7%
APW
1308
Aventura Private Wealth
Florida
$1.76M -$1.43K -4 -0.1%
MDA
1309
Minot DeBlois Advisors
Massachusetts
$1.76M -$11.1K -31 -0.6%
AW
1310
Alaethes Wealth
Nevada
$1.75M +$1.7M +4,739 New
PP
1311
Patten & Patten
Tennessee
$1.75M -$16.5K -46 -1%
CAG
1312
Csenge Advisory Group
Florida
$1.75M -$115K -321 -6%
LNB
1313
Ledyard National Bank
$1.75M -$164K -459 -9%
SFG
1314
SageGuard Financial Group
Tennessee
$1.74M +$1.69M +4,715 New
TWA
1315
TCI Wealth Advisors
Arizona
$1.74M -$6.08K -17 -0.4%
BCM
1316
Barden Capital Management
Texas
$1.73M +$24.7K +69 +1%
MWA
1317
Muirfield Wealth Advisors
North Carolina
$1.73M -$37.9K -106 -2%
WAP
1318
Wealthcare Advisory Partners
Pennsylvania
$1.73M +$55.1K +154 +3%
GVAG
1319
Great Valley Advisor Group
Delaware
$1.73M +$484K +1,352 +41%
TPWM
1320
Twelve Points Wealth Management
Massachusetts
$1.73M
LCM
1321
Leisure Capital Management
California
$1.73M +$2.86K +8 +0.2%
WC
1322
Whitney & Co
New York
$1.72M +$1.67M +4,657 New
RT
1323
Rockland Trust
Massachusetts
$1.72M -$117K -326 -7%
FAM
1324
Fairtree Asset Management
South Africa
$1.72M +$548K +1,531 +49%
WC
1325
Woodstock Corp
Massachusetts
$1.72M -$1.43K -4 -0.1%