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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
AA
1651
Auxano Advisors
Washington
$942K +$23.3K +65 +3%
APP
1652
Avantax Planning Partners
Iowa
$942K +$2.5K +7 +0.3%
JG
1653
Jain Global
New York
$942K -$6.37M -17,792 -87%
KP
1654
Keel Point
Alabama
$939K -$43.7K -122 -5%
UIM
1655
Unified Investment Management
Georgia
$937K -$10.4K -29 -1%
CHAM
1656
Clear Harbor Asset Management
Connecticut
$936K +$89.5K +250 +11%
RIG
1657
RiverFront Investment Group
Virginia
$934K +$315K +881 +54%
MFA
1658
Millington Financial Advisors
Illinois
$930K +$3.58K +10 +0.4%
PFT
1659
Providence First Trust
Arizona
$929K +$899K +2,511 New
USB
1660
Union Savings Bank
Connecticut
$929K +$898K +2,510 New
CBT
1661
CoreFirst Bank & Trust
Kansas
$928K
PVM
1662
Palogic Value Management
Texas
$927K
AI
1663
Arvest Investments
Arkansas
$927K -$3.22K -9 -0.4%
NCM
1664
Northside Capital Management
Oregon
$919K -$404K -1,128 -31%
AWE
1665
Avidian Wealth Enterprises
Texas
$918K -$14.3K -40 -2%
CTWM
1666
Cherry Tree Wealth Management
Minnesota
$917K -$59.4K -166 -6%
DIP
1667
DT Investment Partners
Pennsylvania
$916K
MM
1668
MQS Management
New York
$913K +$883K +2,467 New
DFA
1669
Delta Financial Advisors
Louisiana
$912K +$126K +353 +17%
OF
1670
Outfitter Financial
Maine
$910K
AWM
1671
Aviso Wealth Management
Washington
$910K +$21.5K +60 +3%
STS
1672
SG Trading Solutions
Utah
$909K +$879K +2,457 New
GFP
1673
Gryphon Financial Partners
Ohio
$907K +$93.8K +262 +12%
CAM
1674
Cidel Asset Management
Ontario, Canada
$906K -$17.2K -48 -2%
KIM
1675
Kane Investment Management
California
$905K +$30.4K +85 +4%