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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
SOS
1901
Silver Oak Securities
Tennessee
$639K +$8.95K +25 +1%
TVAMP
1902
Tennessee Valley Asset Management Partners
Tennessee
$639K -$24K -67 -4%
PWP
1903
Phillips Wealth Planners
Mississippi
$638K +$71.9K +201 +13%
ZIG
1904
Zullo Investment Group
Pennsylvania
$637K -$58K -162 -9%
PWMG
1905
Prestige Wealth Management Group
New Jersey
$634K +$17.2K +48 +3%
CF
1906
Centaurus Financial
California
$634K -$3.22K -9 -0.5%
MCRM
1907
Midway Capital Research & Management
Illinois
$634K +$613K +1,713 New
HA
1908
Herold Advisors
New York
$633K -$3.94K -11 -0.6%
CA
1909
Cache Advisors
California
$632K
KMWM
1910
Keudell/Morrison Wealth Management
Oregon
$632K +$611K +1,707 New
SMC
1911
Smith, Moore & Co
Missouri
$632K -$36.1K -101 -6%
LSPW
1912
Lake Street Private Wealth
Illinois
$631K +$716 +2 +0.1%
PWM
1913
Palumbo Wealth Management
New York
$631K +$610K +1,706 New
OWM
1914
OneAscent Wealth Management
Alabama
$631K +$128K +358 +27%
PG
1915
Patten Group
Tennessee
$630K +$76.9K +215 +14%
ISFAN
1916
Investor's Fiduciary Advisor Network
Washington
$629K +$57.3K +160 +10%
ZCI
1917
Zevenbergen Capital Investments
Washington
$629K
SSG
1918
Summit Securities Group
New York
$629K +$409K +1,144 +206%
TNA
1919
True North Advisors
Texas
$628K -$11.8K -33 -2%
HTIM
1920
Harbour Trust & Investment Management
Indiana
$628K -$1.79K -5 -0.3%
CAI
1921
Capital Advisors Inc
Oklahoma
$626K -$28.3K -79 -4%
RFA
1922
Reyes Financial Architecture
California
$626K -$18.3K -51 -3%
IIC
1923
Integrated Investment Consultants
Michigan
$624K -$17.5K -49 -3%
TIM
1924
Thompson Investment Management
Wisconsin
$622K -$35.8K -100 -6%
IIL
1925
Income Insurance Ltd
$621K +$601K +1,679 New