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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
36.81%
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
MWM
1851
Maridea Wealth Management
New York
$692K +$1.07K +3 +0.2%
PWW
1852
Pettyjohn Wood & White
Virginia
$692K +$95.5K +267 +17%
SW
1853
Simplicity Wealth
New Jersey
$691K +$79.8K +223 +14%
PCM
1854
Palisade Capital Management
New Jersey
$691K +$668K +1,868 New
LSIA
1855
LaSalle St. Investment Advisors
Illinois
$691K +$8.59K +24 +1%
CFCS
1856
CDM Financial Counseling Services
Connecticut
$690K +$668K +1,866 New
RCM
1857
Raleigh Capital Management
North Carolina
$689K -$14.7K -41 -2%
GAA
1858
Global Assets Advisory
Florida
$689K +$14.7K +41 +2%
PAMG
1859
Patton Albertson Miller Group
Tennessee
$688K +$8.59K +24 +1%
NL
1860
NWAM LLC
Washington
$686K -$15.4K -43 -2%
BLC
1861
Brown, Lisle/Cummings
Rhode Island
$684K -$26.8K -75 -4%
EFG
1862
Everest Financial Group
Minnesota
$684K +$662K +1,849 New
TS
1863
TradeWell Securities
Indiana
$682K -$20.4K -57 -3%
VA
1864
Valmark Advisers
Ohio
$682K +$81.6K +228 +14%
S
1865
Sunpointe
Missouri
$677K +$334K +934 +104%
SGK
1866
Steigerwald Gordon & Koch
Virginia
$676K -$1.43K -4 -0.2%
SPWG
1867
Sage Private Wealth Group
Illinois
$675K +$21.1K +59 +3%
BOJHT
1868
Bank of Jackson Hole Trust
Wyoming
$674K +$72.3K +202 +12%
MTIC
1869
Missouri Trust & Investment Company
Missouri
$674K
WCM
1870
Whitener Capital Management
North Carolina
$673K
TIA
1871
Tiemann Investment Advisors
California
$673K -$41.2K -115 -6%
PWM
1872
Pines Wealth Management
North Carolina
$673K -$55.1K -154 -8%
ATWA
1873
Arbor Trust Wealth Advisors
Michigan
$672K
CWM
1874
Centurion Wealth Management
Virginia
$671K +$1.07K +3 +0.2%
TWM
1875
Thryve Wealth Management
Texas
$670K +$648K +1,812 New