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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
SWM
1951
Silverlake Wealth Management
Vermont
$598K -$5.01K -14 -0.9%
OL
1952
OneFund LLC
Florida
$598K +$28.3K +79 +5%
KWM
1953
Keebeck Wealth Management
Illinois
$598K +$93K +260 +19%
CPIA
1954
Cornell Pochily Investment Advisors
New York
$597K +$716 +2 +0.1%
A
1955
AlphaQuest
New York
$596K +$103K +288 +22%
CWM
1956
Centric Wealth Management
Illinois
$596K +$53.7K +150 +10%
FFA
1957
Fragasso Financial Advisors
Pennsylvania
$594K -$3.22K -9 -0.6%
PAM
1958
Paradigm Asset Management
New York
$592K
KPWG
1959
KFA Private Wealth Group
Virginia
$591K +$3.22K +9 +0.6%
ESC
1960
Eurizon SLJ Capital
$591K +$572K +1,598 New
ACM
1961
Allred Capital Management
Texas
$590K +$716 +2 +0.1%
CPC
1962
Consolidated Planning Corp
Georgia
$587K +$44.4K +124 +8%
LCM
1963
Logan Capital Management
Pennsylvania
$587K +$519K +1,451 +1,075%
RWP
1964
Ridgecrest Wealth Partners
California
$584K -$104K -291 -16%
WCM
1965
Windsor Capital Management
Arizona
$583K +$36.1K +101 +7%
FAL
1966
Focused Alpha LLC
Colorado
$582K +$563K +1,572 New
CAM
1967
CPA Asset Management
Florida
$582K +$563K +1,572 New
FCM
1968
Fairbanks Capital Management
California
$581K -$89.8K -251 -14%
APIM
1969
Agate Pass Investment Management
Washington
$581K
HWP
1970
Hibernia Wealth Partners
Louisiana
$579K +$560K +1,566 New
ICP
1971
Impact Capital Partners
Colorado
$579K +$6.08K +17 +1%
MWM
1972
MinichMacGregor Wealth Management
New York
$578K +$62.3K +174 +13%
BAM
1973
Blueshift Asset Management
New Jersey
$577K -$694K -1,940 -55%
VCM
1974
Versant Capital Management
Arizona
$577K +$39K +109 +8%
GI
1975
Gradient Investments
Minnesota
$576K -$211K -590 -27%