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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
PWG
1426
Portside Wealth Group
Utah
$1.44M +$159K +443 +13%
NWA
1427
Navis Wealth Advisors
New York
$1.44M +$11.8K +33 +0.9%
SF
1428
Sun Financial
Utah
$1.44M +$1.39M +3,887 New
HFM
1429
Harvest Fund Management
China
$1.44M +$942K +2,631 +210%
MIM
1430
MTM Investment Management
South Carolina
$1.44M
GWA
1431
Gratus Wealth Advisors
Virginia
$1.43M +$59.4K +166 +4%
AIC
1432
Argus Investors Counsel
New York
$1.43M +$36.1K +101 +3%
CA
1433
Centerpoint Advisors
Massachusetts
$1.43M
BB
1434
Burford Brothers
Texas
$1.43M +$29K +81 +2%
Koshinski Asset Management
1435
Koshinski Asset Management
Illinois
$1.42M -$73K -204 -5%
AIM
1436
Aspen Investment Management
Michigan
$1.42M -$6.44K -18 -0.5%
PWAM
1437
Private Wealth Asset Management
Iowa
$1.42M
RWM
1438
Revisor Wealth Management
Ohio
$1.41M +$101K +281 +8%
ZBNA
1439
Zions Bancorporation, National Association
Utah
$1.41M +$520K +1,454 +62%
PFS
1440
Physicians Financial Services
North Carolina
$1.41M
FFA
1441
First Foundation Advisors
California
$1.41M -$17.2K -48 -1%
CWM
1442
Cornerstone Wealth Management
Missouri
$1.41M -$49.4K -138 -3%
SRC
1443
Sage Rhino Capital
California
$1.41M -$32.6K -91 -2%
AHL
1444
Abel Hall LLC
Louisiana
$1.41M +$709K +1,981 +109%
PP
1445
PDT Partners
New York
$1.41M
BCM
1446
Bannerstone Capital Management
Minnesota
$1.4M +$1.35M +3,780 New
EPIM
1447
Evelyn Partners Investment Management
$1.4M -$60.8K -170 -4%
WIM
1448
WealthPlan Investment Management
Nebraska
$1.4M +$1.35M +3,777 New
FMN
1449
Financial Management Network
California
$1.39M +$10.4K +29 +0.8%
HIP
1450
HUB Investment Partners
Texas
$1.39M +$1.35M +3,766 New