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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
CT
1501
Colonial Trust
South Carolina
$1.27M -$533K -1,490 -30%
PTP
1502
Platform Technology Partners
New York
$1.27M +$6.44K +18 +0.5%
GSEP
1503
Golden State Equity Partners
California
$1.25M +$455K +1,271 +60%
EFG
1504
Embree Financial Group
Illinois
$1.25M -$3.94K -11 -0.3%
SIC
1505
Sigma Investment Counselors
Michigan
$1.25M
BWA
1506
Basecamp Wealth Advisors
Washington
$1.25M +$1.21M +3,374 New
RC
1507
Rexford Capital
Texas
$1.25M
PCH
1508
PGIM Custom Harvest
New Jersey
$1.25M +$39.4K +110 +3%
LA
1509
LVW Advisors
New York
$1.24M -$44K -123 -4%
TC
1510
TownSquare Capital
Utah
$1.24M -$14.7K -41 -1%
SBFM
1511
S-Bank Fund Management
Finland
$1.23M -$303K -847 -20%
AWM
1512
Aprio Wealth Management
Georgia
$1.23M +$644K +1,801 +118%
QFA
1513
Quantum Financial Advisors
California
$1.23M +$345K +965 +41%
AWP
1514
Abacus Wealth Partners
California
$1.22M +$884K +2,471 +297%
WA
1515
WBH Advisory
Maryland
$1.22M -$10.7K -30 -0.9%
UBP
1516
Union Bancaire Privee
Switzerland
$1.22M +$1.42M +3,979 +2,653%
ZI
1517
ZEGA Investments
Florida
$1.22M +$13.6K +38 +1%
AIM
1518
Allen Investment Management
New York
$1.21M +$466K +1,303 +66%
SFWC
1519
Strategic Family Wealth Counselors
New Jersey
$1.21M +$689K +1,926 +127%
CTC
1520
Cetera Trust Company
Minnesota
$1.21M
AA
1521
Armis Advisers
Georgia
$1.2M -$408K -1,141 -22%
SIA
1522
Strategic Investment Advisors
Michigan
$1.2M -$79.1K -221 -6%
CFM
1523
Catalyst Funds Management
Australia
$1.2M -$1.27M -3,560 -52%
LJAC
1524
L.J. Altfest & Co
New York
$1.2M -$61.5K -172 -5%
LAM
1525
L2 Asset Management
Massachusetts
$1.2M -$1.89M -5,280 -62%