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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
CCMT
1476
CMT Capital Markets Trading
Germany
$1.33M -$116K -325 -8%
SC
1477
Saybrook Capital
North Carolina
$1.33M
PTC
1478
Philadelphia Trust Company
Pennsylvania
$1.33M
ACGA
1479
Atlanta Consulting Group Advisors
Georgia
$1.33M +$83.4K +233 +7%
EA
1480
Enclave Advisors
Texas
$1.33M -$2.15K -6 -0.2%
BB
1481
Bell Bank
North Dakota
$1.33M +$89.5K +250 +8%
EW
1482
Elyxium Wealth
California
$1.33M +$41.2K +115 +3%
T
1483
TOBAM
France
$1.32M +$1.15M +3,214 +890%
PFA
1484
Pathway Financial Advisers
Indiana
$1.32M -$7.16K -20 -0.6%
SMA
1485
Seven Mile Advisory
New Jersey
$1.32M +$177K +494 +16%
PIM
1486
Profit Investment Management
Maryland
$1.31M
MFG
1487
MidWestOne Financial Group
Iowa
$1.3M +$38.3K +107 +3%
NP
1488
Nilsine Partners
Colorado
$1.3M +$106K +296 +9%
CCA
1489
Childress Capital Advisors
Texas
$1.3M +$83.4K +233 +7%
VCP
1490
Verus Capital Partners
Arizona
$1.3M -$32.2K -90 -3%
RMCM
1491
Reynders McVeigh Capital Management
Massachusetts
$1.3M +$180K +502 +17%
KWA
1492
Kingswood Wealth Advisors
California
$1.29M +$136K +380 +12%
AF
1493
Alerus Financial
North Dakota
$1.28M
CA
1494
Crumly & Associates
Illinois
$1.28M -$19.7K -55 -2%
ARA
1495
Alexander Randolph Advisory
Virginia
$1.28M
DWM
1496
Defined Wealth Management
Oregon
$1.28M +$6.8K +19 +0.6%
BG
1497
Bahl & Gaynor
Ohio
$1.28M +$53.7K +150 +5%
OAM
1498
Oak Asset Management
California
$1.27M -$49.4K -138 -4%
SAIG
1499
Semper Augustus Investments Group
Colorado
$1.27M -$238K -665 -16%
AW
1500
Alchemi Wealth
Connecticut
$1.27M +$1.23M +3,437 New