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
1826
Tripletail Wealth Management
Florida
$723K
BA
1827
Ballast Advisors
Minnesota
$722K -$4.65K -13 -0.7%
LCGC
1828
Legacy Capital Group California
California
$721K -$13.2K -37 -2%
MWM
1829
MOR Wealth Management
Pennsylvania
$717K +$694K +1,938 New
IFO
1830
Independent Family Office
New York
$715K
CCWM
1831
Cassaday & Co Wealth Management
Virginia
$714K +$21.8K +61 +3%
WKSWA
1832
White Knight Strategic Wealth Advisors
New Jersey
$714K -$716 -2 -0.1%
CFA
1833
Capstone Financial Advisors
Illinois
$713K -$4.29K -12 -0.6%
DTC
1834
Davidson Trust Company
Washington
$710K +$1.79K +5 +0.3%
ATS
1835
Ashton Thomas Securities
New York
$709K -$18.6K -52 -3%
CP
1836
Clarendon Private
Massachusetts
$707K +$8.59K +24 +1%
RPGK
1837
Retirement Planning Group (Kansas)
Kansas
$707K -$17.2K -48 -2%
PL
1838
Perpetual Ltd
Australia
$703K +$221K +617 +48%
CIG
1839
Cairn Investment Group
Washington
$703K
WIM
1840
Wittenberg Investment Management
Massachusetts
$703K
DF
1841
Downshift Financial
Colorado
$703K +$708K +1,979 New
LFS
1842
Legacy Financial Strategies
Kansas
$700K +$36.9K +103 +6%
ZCP
1843
Z3 Capital Partners
Virginia
$700K +$677K +1,893 New
PWP
1844
PrairieView Wealth Partners
Illinois
$699K
AA
1845
Ancora Advisors
Ohio
$698K +$57.6K +161 +9%
VFG
1846
Victory Financial Group
Texas
$695K +$65.8K +184 +11%
KWS
1847
Keystone Wealth Services
California
$695K -$32.2K -90 -5%
FFL
1848
Future Fund LLC
Illinois
$694K -$90.2K -252 -12%
MFC
1849
Mechanics Financial Corp
Ohio
$694K
SIAP
1850
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$693K