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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
CYG
1551
Clean Yield Group
Vermont
$1.14M
WA
1552
Westfuller Advisors
New York
$1.14M -$33.6K -94 -3%
QWP
1553
Quotient Wealth Partners
Texas
$1.14M +$17.2K +48 +2%
MAM
1554
Milestone Asset Management
Pennsylvania
$1.14M -$68.3K -191 -6%
MAA
1555
Matrix Asset Advisors
New York
$1.13M -$716 -2 -0.1%
PF
1556
Phoenix Financial
Israel
$1.13M +$418K +1,167 +62%
PHS
1557
Pekin Hardy Strauss
Illinois
$1.13M +$2.86K +8 +0.3%
LIA
1558
LS Investment Advisors
Michigan
$1.12M +$123K +343 +13%
SWM
1559
Scissortail Wealth Management
Oklahoma
$1.12M
LWMM
1560
Legacy Wealth Management (Mississippi)
Mississippi
$1.12M +$5.37K +15 +0.5%
WBC
1561
West Branch Capital
Massachusetts
$1.11M +$396K +1,106 +58%
UM
1562
Ulysses Management
New York
$1.11M -$716K -2,000 -40%
TWM
1563
Tradition Wealth Management
Minnesota
$1.11M +$14K +39 +1%
CIAS
1564
Capital Investment Advisory Services
North Carolina
$1.1M +$608K +1,700 +133%
MCM
1565
Mattern Capital Management
Colorado
$1.09M +$1.43K +4 +0.1%
CB
1566
Centennial Bank
Arkansas
$1.08M
BST
1567
Bath Savings Trust
Maine
$1.08M +$358 +1 +0%
CA
1568
Cambridge Advisors
Nebraska
$1.08M
SW
1569
SteelPeak Wealth
California
$1.08M -$6.91M -19,306 -87%
CFG
1570
Chapman Financial Group
Hawaii
$1.07M -$17.9K -50 -2%
IFU
1571
iSAM Funds (UK)
United Kingdom
$1.07M +$1.04M +2,901 New
RMP
1572
Richards, Merrill & Peterson
Washington
$1.07M +$111K +310 +12%
MA
1573
MJP Associates
Connecticut
$1.07M -$272K -760 -21%
BW
1574
BIP Wealth
Georgia
$1.07M +$556K +1,555 +117%
TSS
1575
Taylor Securities Services
Pennsylvania
$1.07M +$1.03M +2,882 New