We are live on ! Find out more
AXP icon

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
EFG
1526
Elevated Financial Group
Indiana
$1.19M +$1.16M +3,229 New
CA
1527
Continuum Advisory
Idaho
$1.19M -$19.7K -55 -2%
HR
1528
Howe & Rusling
New York
$1.18M +$564K +1,576 +98%
OCA
1529
Odyssey Capital Advisors
Pennsylvania
$1.18M +$1.14M +3,190 New
DSC
1530
Duncker Streett & Co
Missouri
$1.18M
MFGM
1531
Marshall Financial Group (Maryland)
Maryland
$1.18M +$808K +2,257 +243%
CFG
1532
Cooper Financial Group
California
$1.18M +$65.5K +183 +6%
FMI
1533
Frec Markets Inc
California
$1.18M +$1.14M +3,180 New
LC
1534
Lavelle Capital
California
$1.17M +$1.13M +3,170 New
LCM
1535
Legato Capital Management
California
$1.17M +$1.13M +3,169 New
LFM
1536
LGT Fund Management
Liechtenstein
$1.17M +$169K +473 +18%
GWM
1537
Geneos Wealth Management
Colorado
$1.17M +$10.7K +30 +1%
SWM
1538
SeaCrest Wealth Management
New York
$1.17M -$25.4K -71 -2%
BTWM
1539
Baker Tilly Wealth Management
Wisconsin
$1.17M +$154K +429 +16%
EP
1540
Edgestream Partners
New Jersey
$1.17M +$1.13M +3,158 New
HBT
1541
Heartland Bank & Trust
Illinois
$1.17M +$906K +2,532 +405%
UAML
1542
US Asset Management LLC
Pennsylvania
$1.17M -$11.8K -33 -1%
LAM
1543
Lewis Asset Management
California
$1.16M -$77.7K -217 -6%
MFA
1544
Mayflower Financial Advisors
Massachusetts
$1.16M -$191K -534 -15%
RWS
1545
Resolute Wealth Strategies
Mississippi
$1.16M +$40.8K +114 +4%
NG
1546
Novem Group
New York
$1.16M +$1.12M +3,124 New
RIA
1547
Richwood Investment Advisors
Ohio
$1.16M -$26.8K -75 -2%
CG
1548
CFO4Life Group
Texas
$1.15M -$59.4K -166 -5%
PP
1549
PDS Planning
Ohio
$1.15M -$86.6K -242 -7%
MCC
1550
Money Concepts Capital
Florida
$1.15M -$29K -81 -3%