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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
IRP
1351
Investment Research Partners
Pennsylvania
$1.63M +$7.87K +22 +0.5%
SIC
1352
Salem Investment Counselors
North Carolina
$1.63M +$15.4K +43 +1%
LA
1353
Legacy Advisors
Pennsylvania
$1.62M +$239K +667 +18%
HH
1354
Hilltop Holdings
Texas
$1.62M -$2.77M -7,753 -64%
Axa
1355
Axa
France
$1.62M -$268K -750 -15%
VIA
1356
Victrix Investment Advisors
Florida
$1.61M +$1.56M +4,348 New
RWM
1357
Riverbend Wealth Management
South Carolina
$1.61M +$60.5K +169 +4%
EFS
1358
Essex Financial Services
Connecticut
$1.61M +$136K +379 +10%
GSWM
1359
Golden State Wealth Management
California
$1.59M +$201K +563 +15%
MAA
1360
Mraz Amerine & Associates
California
$1.59M -$17.9K -50 -1%
CAC
1361
Core Alternative Capital
Georgia
$1.59M -$40.1K -112 -3%
SC
1362
Schulhoff & Co
Ohio
$1.59M
BWP
1363
BSW Wealth Partners
Colorado
$1.58M +$11.1K +31 +0.7%
FAMI
1364
Fideuram Asset Management (Ireland)
$1.58M +$1.91M +5,326 New
WBC
1365
Westpac Banking Corp
Australia
$1.58M +$28.3K +79 +2%
BAM
1366
Boyar Asset Management
New York
$1.58M
IA
1367
IFG Advisors
Missouri
$1.57M +$1.43K +4 +0.1%
1WA
1368
180 Wealth Advisors
Washington
$1.57M +$95.2K +266 +7%
TCWA
1369
Turtle Creek Wealth Advisors
Texas
$1.57M +$276K +772 +22%
TFS
1370
Thoroughbred Financial Services
Tennessee
$1.57M -$3.22K -9 -0.2%
DCM
1371
Davidson Capital Management
Texas
$1.56M +$1.5M +4,188 +11,319%
TAFW
1372
Tred Avon Family Wealth
Maryland
$1.56M +$29.7K +83 +2%
AB
1373
Atlas Brown
Kentucky
$1.56M +$358 +1 +0%
VV
1374
Verity & Verity
South Carolina
$1.55M +$623K +1,740 +71%
TWM
1375
Trueblood Wealth Management
Ohio
$1.55M +$37.2K +104 +3%