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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
PL
1626
PeakShares LLC
Florida
$981K +$949K +2,652 New
N
1627
Numerai
California
$980K
SBCM
1628
Silverberg Bernstein Capital Management
New York
$979K
TSWM
1629
Triangle Securities Wealth Management
North Carolina
$977K -$16.5K -46 -2%
ESB
1630
Essex Savings Bank
Connecticut
$977K -$57.6K -161 -6%
AFP
1631
Ausdal Financial Partners
Iowa
$977K -$34.7K -97 -4%
CWG
1632
Cornerstone Wealth Group
North Carolina
$976K -$219K -612 -19%
RFG
1633
RFP Financial Group
Georgia
$976K -$7.51K -21 -0.8%
KCM
1634
Kathmere Capital Management
Pennsylvania
$972K +$280K +783 +42%
CGL
1635
Clarius Group LLC
Washington
$971K -$315K -880 -25%
CW
1636
Channel Wealth
California
$971K -$8.95K -25 -0.9%
CBT
1637
Central Bank & Trust
Kentucky
$969K +$10.4K +29 +1%
SIA
1638
SkyView Investment Advisors
New Jersey
$969K +$89.1K +249 +11%
UB
1639
Umpqua Bank
Oregon
$969K -$5.73K -16 -0.6%
EB
1640
Exchange Bank
California
$968K -$22.5K -63 -2%
AFC
1641
AFT Forsyth & Company
Florida
$968K
GLLW
1642
Graves Light Lenhart Wealth
Virginia
$966K -$50.1K -140 -5%
PTB
1643
Pioneer Trust Bank
Oregon
$962K
MIP
1644
Marietta Investment Partners
Wisconsin
$961K -$8.23K -23 -0.9%
TLCM
1645
Twin Lakes Capital Management
California
$956K -$5.37K -15 -0.6%
MSA
1646
Marino Stram & Associates
Massachusetts
$955K +$73.4K +205 +9%
LA
1647
Lifeworks Advisors
Michigan
$955K -$57.6K -161 -6%
SGI
1648
Summit Global Investments
Utah
$948K +$917K +2,563 New
ANBT
1649
American National Bank & Trust
Texas
$948K -$535K -1,496 -37%
LAI
1650
Legal Advantage Investments
California
$943K -$107K -300 -11%