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American Express

3,026 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, 1,059 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: 2,7463,026 (+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: 1,059 | Existing positions reduced: 1,123

Holders
3,026
Holders Change
+280
Holders Change %
+10.2%
% of All Funds
36.81%
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
1,059
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
JWBC
1701
John W. Bristol & Co
New York
$870K
WC
1702
Waterloo Capital
Texas
$869K +$315K +880 +60%
SIS
1703
Sound Income Strategies
Florida
$868K +$691K +1,932 +431%
MWA
1704
Meridian Wealth Advisors
Texas
$867K -$43.3K -121 -5%
MEG
1705
Millstone Evans Group
Colorado
$866K -$31.5K -88 -4%
PCG
1706
PFC Capital Group
California
$863K -$22.2K -62 -3%
NAS
1707
Nicolet Advisory Services
Wisconsin
$863K +$2.5K +7 +0.3%
SAM
1708
Secure Asset Management
Michigan
$863K -$48K -134 -5%
HBW
1709
Hazlett, Burt & Watson
West Virginia
$860K +$7.87K +22 +1%
SCM
1710
Sage Capital Management
New Jersey
$860K -$61.2K -171 -7%
NWMG
1711
National Wealth Management Group
Ohio
$856K +$504K +1,409 +156%
PHAM
1712
Palisades Hudson Asset Management
Florida
$855K
VAG
1713
VisionPoint Advisory Group
Texas
$852K -$39.4K -110 -5%
PCA
1714
Prosperity Capital Advisors
Ohio
$851K +$9.3K +26 +1%
FCM
1715
Fell Capital Management
California
$847K +$819K +2,290 New
AWA
1716
ARQ Wealth Advisors
Arizona
$846K -$53.7K -150 -6%
NFSG
1717
Newbridge Financial Services Group
Florida
$845K -$50.1K -140 -6%
BHIA
1718
Birch Hill Investment Advisors
Massachusetts
$844K +$11.1K +31 +1%
SB
1719
Strategic Blueprint
Georgia
$842K -$277K -773 -25%
SIA
1720
SGL Investment Advisors
Montana
$839K +$12.9K +36 +2%
CIS
1721
Custom Index Systems
New York
$839K -$334K -932 -29%
TIA
1722
Traphagen Investment Advisors
New Jersey
$838K +$19.3K +54 +2%
KA
1723
Kozak & Associates
Colorado
$837K -$91.6K -256 -10%
CWM
1724
Consultiva Wealth Management
Puerto Rico
$837K -$42.9K -120 -5%
7WCP
1725
71 West Capital Partners
Massachusetts
$836K +$809K +2,260 New