We are live on ! Find out more
AXP icon

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
TWM
1801
Thrive Wealth Management
Pennsylvania
$751K -$5.37K -15 -0.7%
E
1802
Evansbrook
Illinois
$750K +$725K +2,026 New
KF
1803
KKM Financial
Illinois
$748K -$716 -2 -0.1%
RFP
1804
Root Financial Partners
California
$748K -$716 -2 -0.1%
IP
1805
Indivisible Partners
Florida
$747K +$723K +2,020 New
BCG
1806
Breakwater Capital Group
New Jersey
$747K -$58K -162 -7%
TWM
1807
Tanager Wealth Management
United Kingdom
$747K -$60.8K -170 -8%
KAS
1808
KPP Advisory Services
Kentucky
$746K -$1.07K -3 -0.1%
SCA
1809
Sippican Capital Advisors
Massachusetts
$745K -$168K -470 -19%
CA
1810
Capital Advantage
California
$744K +$4.29K +12 +0.6%
SLA
1811
Silver Lake Advisory
Utah
$743K -$34.7K -97 -5%
MCM
1812
Magnolia Capital Management
New York
$740K
OL
1813
Optas LLC
Texas
$740K +$120K +336 +20%
HA
1814
Harbor Advisors
Florida
$740K
PHM
1815
Prospect Hill Management
New Jersey
$740K
GCA
1816
Genesee Capital Advisors
New York
$732K -$6.08K -17 -0.9%
AIM
1817
Athena Investment Management
California
$732K -$119K -332 -14%
CFA
1818
Churchill Financial Advisors
Kentucky
$730K +$706K +1,974 New
MCWA
1819
Meadow Creek Wealth Advisors
Georgia
$730K +$32.6K +91 +5%
PFW
1820
Petros Family Wealth
Minnesota
$730K +$9.3K +26 +1%
ATC
1821
Adirondack Trust Company
New York
$730K -$23.3K -65 -3%
TAM
1822
Trillium Asset Management
Massachusetts
$727K -$157K -440 -18%
BCM
1823
Blume Capital Management
California
$726K
JWA
1824
JFS Wealth Advisors
Pennsylvania
$724K +$21.1K +59 +3%
WWA
1825
Wisconsin Wealth Advisors
Wisconsin
$724K -$64.8K -181 -8%