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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
ACM
1926
Arcataur Capital Management
Wisconsin
$621K -$3.58K -10 -0.6%
AF
1927
Apollon Financial
South Carolina
$620K +$41.9K +117 +8%
OA
1928
Oxbow Advisors
Texas
$619K
M
1929
MOTCO
Texas
$617K
VNA
1930
Valley National Advisers
Pennsylvania
$615K +$69.1K +193 +13%
KFS
1931
Kaizen Financial Strategies
California
$614K -$29K -81 -5%
NRI
1932
NFP Retirement Inc
California
$614K +$2.15K +6 +0.4%
OLA
1933
Oliver Luxxe Assets
New Jersey
$614K -$151K -423 -20%
CSPIA
1934
Cary Street Partners Investment Advisory
Virginia
$612K -$31.1K -87 -5%
TW
1935
Tempo Wealth
Ohio
$610K +$590K +1,649 New
AWA
1936
Acorn Wealth Advisors
Michigan
$608K +$716 +2 +0.1%
BNA
1937
BankChampaign National Association
Illinois
$607K +$587K +1,641 New
BMWM
1938
Brown Miller Wealth Management
Virginia
$607K -$2.15K -6 -0.4%
TWP
1939
Tyche Wealth Partners
Texas
$605K +$358 +1 +0.1%
HWA
1940
HCR Wealth Advisors
California
$604K +$23.6K +66 +4%
PE
1941
PCM Encore
Colorado
$604K +$584K +1,631 New
TC
1942
Trilogy Capital
California
$603K -$11.1K -31 -2%
CA
1943
CSM Advisors
Pennsylvania
$603K -$2.83M -7,900 -83%
HWMO
1944
Heritage Wealth Management (Ohio)
Ohio
$603K -$40.4K -113 -6%
FM
1945
Foster & Motley
Ohio
$602K -$8.95K -25 -2%
FWIA
1946
Fort Washington Investment Advisors
Ohio
$602K +$25.8K +72 +5%
CHC
1947
City Holding Co
West Virginia
$602K +$10.7K +30 +2%
RIM
1948
Rockbridge Investment Management
New York
$601K +$3.58K +10 +0.6%
SAM
1949
Strategy Asset Managers
California
$601K +$12.2K +34 +2%
PWS
1950
Peterson Wealth Services
Utah
$599K -$154K -429 -21%