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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
AWM
1876
Aberdeen Wealth Management
Illinois
$670K -$76.9K -215 -11%
FPW
1877
Flagship Private Wealth
Massachusetts
$668K
PFGIA
1878
Patriot Financial Group Insurance Agency
Massachusetts
$667K +$4.65K +13 +0.7%
MSWA
1879
Marshall & Sterling Wealth Advisors
New York
$667K -$20.4K -57 -3%
TC
1880
Truvestments Capital
Florida
$665K -$59.4K -166 -8%
CH
1881
Cromwell Holdings
Wyoming
$663K
LCA
1882
Legend Capital Advisors
New York
$663K +$642K +1,793 New
LWM
1883
Liberty Wealth Management
California
$661K -$11.5K -32 -2%
SCP
1884
Sivia Capital Partners
California
$660K -$13.2K -37 -2%
CT
1885
Clearstead Trust
Maine
$658K +$100K +280 +19%
SC
1886
Schubert & Co
Texas
$655K -$2.86K -8 -0.4%
HFS
1887
Hantz Financial Services
Michigan
$654K +$209K +584 +49%
W
1888
Wealthquest
Ohio
$653K +$632K +1,766 New
HIG
1889
Heritage Investment Group
Florida
$653K -$20.4K -57 -3%
SLG
1890
Stanley-Laman Group
Pennsylvania
$653K
BL
1891
Balentine LLC
Georgia
$652K +$46.5K +130 +8%
RCM
1892
RNC Capital Management
California
$651K
DIP
1893
Davis Investment Partners
North Carolina
$651K
KLI
1894
Kelman-Lazarov Inc
Tennessee
$647K -$26.1K -73 -4%
WPC
1895
Waters Parkerson & Co
Louisiana
$647K -$130K -362 -17%
OAM
1896
Oxford Asset Management
United Kingdom
$647K +$626K +1,749 New
AW
1897
Alteri Wealth
California
$647K -$9.66K -27 -2%
EIP
1898
Ellis Investment Partners
Pennsylvania
$644K +$716 +2 +0.1%
RZH
1899
Relyea Zuckerberg Hanson
Connecticut
$644K -$71.2K -199 -10%
TC
1900
TFR Capital
Texas
$640K +$15.4K +43 +3%