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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
XF
1776
XML Financial
Maryland
$779K +$253K +708 +51%
WFI
1777
West Family Investments
California
$778K -$92.7K -259 -11%
AA
1778
Alta Advisers
United Kingdom
$778K -$229K -640 -23%
WA
1779
Wealth Architects
California
$777K -$5.37K -15 -0.7%
AWM
1780
Aries Wealth Management
Maine
$776K +$8.95K +25 +1%
TCA
1781
Transcend Capital Advisors
New Jersey
$774K -$83.7K -234 -10%
RIA
1782
Rhodes Investment Advisors
Texas
$773K +$748K +2,090 New
SSA
1783
Schonfeld Strategic Advisors
New York
$770K -$422K -1,179 -36%
SFG
1784
Sovereign Financial Group
Connecticut
$769K +$93.4K +261 +14%
FPL
1785
Fortress Private Ledger
North Carolina
$769K +$187K +522 +34%
AIM
1786
Advyzon Investment Management
Illinois
$767K +$305K +851 +70%
TVPW
1787
Third View Private Wealth
Connecticut
$766K +$741K +2,072 New
EGWAG
1788
Elwood & Goetz Wealth Advisory Group
Georgia
$762K -$8.23K -23 -1%
RCA
1789
Ranch Capital Advisors
Florida
$761K
DTL
1790
Dynamic Technology Lab
Singapore
$760K +$735K +2,054 New
NFG
1791
Northbridge Financial Group
Florida
$760K +$735K +2,054 New
BFG
1792
Berger Financial Group
Minnesota
$759K -$64.4K -180 -8%
AHC
1793
Adell Harriman & Carpenter
Texas
$758K +$400K +1,119 +120%
ONST
1794
Old North State Trust
North Carolina
$758K +$101K +282 +16%
SFG
1795
Sunburst Financial Group
Alabama
$757K +$12.5K +35 +2%
BFS
1796
BridgePort Financial Solutions
Iowa
$756K
PWP
1797
Precedent Wealth Partners
Texas
$752K +$11.1K +31 +2%
AF
1798
Atala Financial
California
$752K
FNBOO
1799
First National Bank of Omaha
Nebraska
$751K +$726K +2,030 New
SWMP
1800
Signature Wealth Management Partners
New Jersey
$751K