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American Express

3,025 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, 1,059 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: 2,7463,025 (+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: 1,059 | Existing positions reduced: 1,123

Holders
3,025
Holders Change
+279
Holders Change %
+10.16%
% of All Funds
36.8%
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
1,059
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
ATFA
1726
All Terrain Financial Advisors
Minnesota
$836K
FPH
1727
Financial Planning Hawaii
Hawaii
$834K +$807K +2,255 New
OWA
1728
One Wealth Advisors
California
$832K -$35.8K -100 -4%
SH
1729
SLT Holdings
Arizona
$830K +$345K +965 +75%
CWM
1730
Connecticut Wealth Management
Connecticut
$828K +$2.86K +8 +0.4%
RPC
1731
Rossmore Private Capital
Connecticut
$827K +$77.3K +216 +11%
PIA
1732
Perennial Investment Advisors
California
$821K +$31.1K +87 +4%
MAM
1733
MWA Asset Management
Massachusetts
$820K -$34K -95 -4%
VWA
1734
Visionary Wealth Advisors
Illinois
$818K +$35.8K +100 +5%
CD
1735
Chapin Davis
Maryland
$818K -$2.15K -6 -0.3%
OWP
1736
ORG Wealth Partners
Texas
$818K -$90.9K -254 -10%
Financial Engines Advisors
1737
Financial Engines Advisors
California
$818K +$58.3K +163 +8%
HCM
1738
Howland Capital Management
Massachusetts
$816K
MW
1739
MBL Wealth
North Carolina
$815K +$240K +670 +44%
CGIM
1740
Capital Group Investment Management
Singapore
$815K +$789K +2,204 New
VCM
1741
Voleon Capital Management
California
$814K -$6.91M -19,309 -90%
SNBOSD
1742
Security National Bank of So Dak
Iowa
$814K
SACTSONJ
1743
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$814K +$787K +2,200 New
MAWA
1744
Moss Adams Wealth Advisors
Washington
$813K +$28.3K +79 +4%
SEIA
1745
Signature Estate & Investment Advisors
California
$812K -$9.3K -26 -1%
QPW
1746
Quantum Private Wealth
Florida
$810K
PWA
1747
Pitcairn Wealth Advisors
Pennsylvania
$810K +$783K +2,189 New
PWM
1748
Partnership Wealth Management
Maryland
$809K -$18.6K -52 -2%
OWA
1749
Outlook Wealth Advisors
Texas
$809K -$243K -678 -24%
WP
1750
Westmount Partners
California
$808K +$37.2K +104 +5%