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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
BAM
1451
Byrne Asset Management
New Jersey
$1.39M +$1.79K +5 +0.1%
SC
1452
Shay Capital
New York
$1.39M +$1.34M +3,750 New
I
1453
InvesTrust
Oklahoma
$1.39M -$161K -450 -11%
GDP
1454
Great Diamond Partners
Maine
$1.38M -$26.1K -73 -2%
PWA
1455
Portus Wealth Advisors
North Carolina
$1.38M +$63.3K +177 +5%
PFA
1456
Pure Financial Advisors
California
$1.38M +$78.7K +220 +6%
EI
1457
Ellevest Inc
New York
$1.38M -$53.7K -150 -4%
SCM
1458
SKBA Capital Management
California
$1.37M -$9.66K -27 -0.7%
AA
1459
Advisory Alpha
Michigan
$1.37M +$170K +476 +15%
AAS
1460
Ameritas Advisory Services
Nebraska
$1.37M +$155K +433 +13%
HBT
1461
Hills Bank & Trust
Iowa
$1.37M +$74.1K +207 +6%
KFAS
1462
Keating Financial Advisory Services
Kansas
$1.37M +$1.32M +3,690 New
CIM
1463
Cambria Investment Management
California
$1.36M +$558K +1,559 +73%
IAIM
1464
International Assets Investment Management
Florida
$1.36M +$297K +829 +29%
PGCM
1465
Prescott Group Capital Management
Oklahoma
$1.35M
WCM
1466
Weaver Capital Management
Georgia
$1.35M +$93K +260 +8%
TYCC
1467
Texas Yale Capital Corp
Florida
$1.35M +$44.7K +125 +4%
LS
1468
Livforsakringsbolaget Skandia
Sweden
$1.35M -$136K -381 -9%
FFA
1469
Founders Financial Alliance
North Carolina
$1.35M +$62.6K +175 +5%
VFA
1470
Values First Advisors
Tennessee
$1.34M +$113K +316 +10%
SC
1471
Stance Capital
Massachusetts
$1.34M -$179K -500 -12%
SB
1472
Sunflower Bank
Texas
$1.34M -$38.6K -108 -3%
CCM
1473
Conway Capital Management
California
$1.34M +$89.5K +250 +7%
UAS
1474
United Asset Strategies
New York
$1.34M -$27.6K -77 -2%
AWM
1475
Angeles Wealth Management
California
$1.33M +$233K +651 +22%