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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
DM
1376
Delphi Management
Massachusetts
$1.55M -$165K -462 -10%
AR
1377
Advisory Research
Illinois
$1.54M -$323K -904 -18%
KA
1378
Kovack Advisors
Florida
$1.54M +$232K +648 +18%
HT
1379
Headlands Technologies
Illinois
$1.54M +$1.49M +4,160 New
LSA
1380
Leonteq Securities AG
Switzerland
$1.53M -$1.42M -3,968 -49%
JPWM
1381
Jamison Private Wealth Management
Georgia
$1.53M -$33.6K -94 -2%
BMA
1382
Brooks Moore & Associates
Tennessee
$1.53M
BDFN
1383
Bond & Devick Financial Network
Minnesota
$1.52M -$17.9K -50 -1%
V
1384
VeraBank
Texas
$1.52M -$11.1K -31 -0.7%
RMC
1385
Resources Management Corp
Connecticut
$1.52M -$8.95K -25 -0.6%
LFG
1386
Larson Financial Group
Missouri
$1.51M -$272K -761 -16%
WF
1387
Whelan Financial
California
$1.5M +$115K +322 +9%
QC
1388
Quent Capital
New York
$1.5M +$116K +324 +9%
ANB
1389
Amarillo National Bank
Texas
$1.5M -$38.6K -108 -3%
MAM
1390
McLaughlin Asset Management
Illinois
$1.5M +$1.45M +4,047 New
EWM
1391
Evermay Wealth Management
Virginia
$1.5M +$3.58K +10 +0.2%
WCM
1392
Winebrenner Capital Management
Kentucky
$1.49M
NLP
1393
Next Level Private
New York
$1.49M -$1.43K -4 -0.1%
FFS
1394
Founders Financial Securities
Maryland
$1.49M +$627K +1,753 +77%
LCM
1395
Lazari Capital Management
California
$1.49M +$4.29K +12 +0.3%
IIM
1396
Ipswich Investment Management
Massachusetts
$1.49M -$7.16K -20 -0.5%
BJF
1397
Blue Jean Financial
New York
$1.48M +$1.43M +4,006 New
HDIM
1398
Hanson & Doremus Investment Management
Vermont
$1.48M -$11.1K -31 -0.8%
MUAMU
1399
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.48M +$1.43M +4,000 New
MP
1400
Moment Partners
California
$1.48M