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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 423 funds opening new positions, 1,060 increasing their positions, 1,123 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

370% more first-time investments, than exits

New positions opened: 423 | 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: 2,7473,027 (+280)

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
+280
Holders Change %
+10.19%
% 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
423
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
PWPS
1676
Pinnacle Wealth Planning Services
Ohio
$903K -$95.9K -268 -10%
OWA
1677
Opal Wealth Advisors
New York
$902K -$2.86K -8 -0.3%
MFT
1678
Moisand Fitzgerald Tamayo
Florida
$902K +$14.3K +40 +2%
OFS
1679
OneAscent Financial Services
Alabama
$899K +$177K +496 +26%
WWM
1680
Whalen Wealth Management
Nevada
$897K +$867K +2,424 New
BF
1681
Brucke Financial
Indiana
$896K -$61.5K -172 -7%
SWA
1682
Sax Wealth Advisors
New Jersey
$896K +$35.1K +98 +4%
WIA
1683
Westbourne Investment Advisors
Maryland
$893K
DIM
1684
Delta Investment Management
California
$891K +$3.22K +9 +0.4%
CCA
1685
Coign Capital Advisors
Utah
$891K +$10.7K +30 +1%
PCM
1686
Prelude Capital Management
New York
$890K +$262K +731 +44%
TC
1687
Trust Company
Kansas
$890K +$861K +2,406 New
MAM
1688
McLean Asset Management
Virginia
$889K +$1.07K +3 +0.1%
WCG
1689
Weaver Consulting Group
California
$888K +$5.01K +14 +0.6%
ACM
1690
AUA Capital Management
Pennsylvania
$888K
CIM
1691
Confluence Investment Management
Missouri
$888K
SP
1692
SmartHarvest Portfolios
Washington
$886K +$857K +2,395 New
TWP
1693
Tower Wealth Partners
Pennsylvania
$885K -$1.79K -5 -0.2%
RRA
1694
Round Rock Advisors
Connecticut
$884K +$2.15K +6 +0.3%
DW30
1695
Drucker Wealth 3.0
New Jersey
$883K +$17.2K +48 +2%
PWM
1696
Parkway Wealth Management
Texas
$882K +$853K +2,385 New
MMG
1697
Monetary Management Group
Missouri
$879K
KCPG
1698
Kavar Capital Partners Group
Kansas
$875K +$716 +2 +0.1%
DE
1699
Diversified Enterprises
Delaware
$873K +$1.07K +3 +0.1%
SCA
1700
Stonebridge Capital Advisors
Minnesota
$872K +$716 +2 +0.1%