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
PWM
1601
Purus Wealth Management
California
$1.02M -$33.3K -93 -3%
LW
1602
Linscomb Wealth
Texas
$1.02M -$14K -39 -1%
ITIM
1603
Indiana Trust & Investment Management
Indiana
$1.02M
SG
1604
StoneX Group
New York
$1.01M +$119K +333 +14%
MFG
1605
Midwest Financial Group
Kansas
$1.01M
TW
1606
TritonPoint Wealth
Maryland
$1.01M -$25.1K -70 -2%
BW
1607
Basepoint Wealth
Iowa
$1.01M -$29.3K -82 -3%
CCG
1608
Cypress Capital Group
Florida
$1.01M +$210K +586 +27%
HAIM
1609
Hunter Associates Investment Management
Pennsylvania
$1M +$1.79K +5 +0.2%
SWM
1610
Sendero Wealth Management
Texas
$1M +$10K +28 +1%
PWA
1611
Phoenix Wealth Advisors
North Carolina
$1M -$15.7K -44 -2%
LFA
1612
Legacy Financial Advisors
Kentucky
$996K -$93K -260 -9%
KA
1613
Klingman & Associates
New York
$996K -$259K -723 -21%
HFM
1614
Hartford Financial Management
Connecticut
$995K -$2.15K -6 -0.2%
BDA
1615
Borer Denton & Associates
Pennsylvania
$994K
FMLI
1616
Fukoku Mutual Life Insurance
Japan
$991K +$286K +800 +43%
CM
1617
Castleark Management
Illinois
$990K
WFA
1618
Wellspring Financial Advisors
Ohio
$989K +$563K +1,574 +144%
BIG
1619
Brookwood Investment Group
Arizona
$988K +$66.9K +187 +8%
MSWM
1620
McGlone Suttner Wealth Management
Wisconsin
$987K -$86.2K -241 -8%
MSFS
1621
Main Street Financial Solutions
Pennsylvania
$987K -$198K -554 -17%
SRC
1622
Shufro Rose & Co
New York
$985K
CAGAS
1623
Capital Advisory Group Advisory Services
Minnesota
$982K -$4.29K -12 -0.4%
WA
1624
Waddell & Associates
Tennessee
$982K +$6.08K +17 +0.6%
PWA
1625
Provenance Wealth Advisors
Florida
$982K -$3.58K -10 -0.4%