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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
PA
1401
Promethium Advisors
Maryland
$1.48M
EAM
1402
Evanson Asset Management
California
$1.48M -$17.9K -50 -1%
GM
1403
GeoWealth Management
Illinois
$1.48M -$78.7K -220 -5%
KAM
1404
Knightsbridge Asset Management
California
$1.47M -$1.07K -3 -0.1%
AL
1405
ARWA LLC
Texas
$1.47M +$1.43M +3,984 New
OFS
1406
Orrstown Financial Services
Pennsylvania
$1.47M -$27.6K -77 -2%
AIM
1407
Alhambra Investment Management
Florida
$1.47M +$82.7K +231 +6%
EIM
1408
Essex Investment Management
Massachusetts
$1.47M
CFG
1409
Clayton Financial Group
Missouri
$1.47M +$100K +280 +8%
EIM
1410
Ervin Investment Management
Washington
$1.46M -$68K -190 -5%
BIM
1411
Bridges Investment Management
Nebraska
$1.46M -$6.08K -17 -0.4%
PL
1412
Plancorp LLC
Missouri
$1.46M -$27.6K -77 -2%
HCM
1413
Howard Capital Management
Georgia
$1.46M +$7.51K +21 +0.5%
SIA
1414
Soltis Investment Advisors
Utah
$1.46M +$83.7K +234 +6%
LTAS
1415
Linden Thomas Advisory Services
North Carolina
$1.46M +$50.8K +142 +4%
WT
1416
Washington Trust
Rhode Island
$1.46M -$76.9K -215 -5%
AWA
1417
Ark Wealth Advisors
California
$1.46M +$1.41M +3,935 New
FCM
1418
Family Capital Management
Michigan
$1.46M +$135K +378 +11%
RIA
1419
Realta Investment Advisors
Delaware
$1.45M -$216K -604 -13%
QLSGSCF
1420
Quent Long Short Global Small Cap Fund
New York
$1.45M +$1.4M +3,924 New
AFG
1421
Allegheny Financial Group
Pennsylvania
$1.45M +$1.79K +5 +0.1%
GT
1422
GreatBanc Trust
Illinois
$1.45M -$11.5K -32 -0.8%
OC
1423
Oakworth Capital
Alabama
$1.45M -$45.8K -128 -3%
CANC
1424
Culbertson A N & Co
Virginia
$1.45M
NAM
1425
Nutshell Asset Management
United Kingdom
$1.44M +$537K +1,500 +63%