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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
CMTU
1576
Capital Markets Trading (UK)
United Kingdom
$1.06M +$337K +943 +49%
AIM
1577
Aigen Investment Management
New York
$1.06M +$1.03M +2,874 New
UCB
1578
United Community Bank
South Carolina
$1.06M +$7.51K +21 +0.7%
OCM
1579
Orleans Capital Management
Louisiana
$1.06M +$54.4K +152 +6%
OL
1580
one8zero8 LLC
North Carolina
$1.06M -$5.37K -15 -0.5%
TTWM
1581
TCV Trust & Wealth Management
Virginia
$1.06M -$30.4K -85 -3%
GWANC
1582
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.06M +$2.5K +7 +0.2%
MWS
1583
MFA Wealth Services
California
$1.06M +$6.08K +17 +0.6%
TNBTD
1584
Trustmark National Bank Trust Department
Mississippi
$1.06M +$398K +1,113 +64%
CFP
1585
Catalyst Financial Partners
Massachusetts
$1.06M +$24.3K +68 +2%
BI
1586
Ballast Inc
Kentucky
$1.06M +$560K +1,566 +122%
AF
1587
Arrow Financial
New York
$1.05M -$60.8K -170 -6%
BAM
1588
Belpointe Asset Management
Nevada
$1.05M -$34.4K -96 -3%
WPW
1589
Warther Private Wealth
Ohio
$1.04M +$4.65K +13 +0.5%
BLFG
1590
Brian Low Financial Group
Louisiana
$1.04M +$76.2K +213 +8%
ME
1591
McIlrath & Eck
Washington
$1.04M
PWP
1592
Pursue Wealth Partners
California
$1.04M
YIM
1593
Yoffe Investment Management
Pennsylvania
$1.04M -$1.43K -4 -0.1%
KA
1594
Kearns & Associates
California
$1.04M
ACM
1595
Aljian Capital Management
Nevada
$1.03M -$70.9K -198 -7%
LWM
1596
LongView Wealth Management
Georgia
$1.03M -$11.1K -31 -1%
FFA
1597
Fortune Financial Advisors
Kansas
$1.03M -$716 -2 -0.1%
BMC
1598
Benin Management Corp
Connecticut
$1.03M
HGA
1599
Hobbs Group Advisors
South Carolina
$1.03M
SFM
1600
Signet Financial Management
New Jersey
$1.02M +$713K +1,992 +257%