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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
FWI
1751
Facet Wealth Inc
Maryland
$804K +$259K +725 +47%
MIM
1752
Macroview Investment Management
Maryland
$803K +$24K +67 +3%
VGDSS
1753
VUB Generali dochodkova spravcovska spolocnost
$803K +$777K +2,170 New
SL
1754
Sentinus LLC
Illinois
$801K +$71.6K +200 +10%
CCC
1755
Compass Capital Corp
Massachusetts
$798K +$29.7K +83 +4%
MA
1756
MONECO Advisors
Connecticut
$798K -$28.6K -80 -4%
BWM
1757
BigSur Wealth Management
Florida
$797K
EFSCE
1758
Enterprise Financial Services Corp (EFSC)
Missouri
$796K -$8.59K -24 -1%
AC
1759
Addison Capital
Pennsylvania
$793K
HWM
1760
Horizon Wealth Management
Illinois
$792K +$358 +1 +0%
CG
1761
Curat Global
New Hampshire
$792K
Members Trust
1762
Members Trust
Florida
$791K +$10.4K +29 +1%
HFW
1763
Horizon Family Wealth
Illinois
$791K +$1.79K +5 +0.2%
RCG
1764
Regatta Capital Group
California
$790K -$39.4K -110 -5%
FWA
1765
FSM Wealth Advisors
Ohio
$788K +$36.1K +101 +5%
DDPIC
1766
Deroy & Devereaux Private Investment Counsel
Michigan
$788K +$53.7K +150 +8%
NRC
1767
New Republic Capital
North Carolina
$788K +$415K +1,161 +120%
BSB
1768
Bangor Savings Bank
Maine
$787K -$13.2K -37 -2%
BHWM
1769
Bar Harbor Wealth Management
New Hampshire
$787K -$9.3K -26 -1%
OFG
1770
Oxford Financial Group
Indiana
$781K +$35.8K +100 +5%
KFGK
1771
Keystone Financial Group (Kentucky)
Kentucky
$781K +$18.6K +52 +3%
MWA
1772
Midland Wealth Advisors
Illinois
$781K -$515K -1,440 -41%
PAW
1773
Plan A Wealth
Nebraska
$781K +$46.2K +129 +7%
PJWM
1774
Philip James Wealth Mangement
Georgia
$780K
CNB
1775
Camden National Bank
Maine
$779K -$3.94K -11 -0.5%