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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
LI
1976
LMCG Investments
Massachusetts
$576K -$2.5K -7 -0.4%
NC
1977
North Capital
Utah
$575K -$54.4K -152 -9%
FBC
1978
Fairfield, Bush & Co
Connecticut
$575K -$8.95K -25 -2%
SIM
1979
Sentry Investment Management
Wisconsin
$575K
PWA
1980
Physician Wealth Advisors
Utah
$575K +$11.5K +32 +2%
GIPW
1981
Granite Islands Private Wealth
Connecticut
$575K +$556K +1,553 New
BCFD
1982
Boit C.F. David
$573K
CWA
1983
Crusonia Wealth Advisors
Colorado
$572K +$553K +1,546 New
BIM
1984
Barton Investment Management
Pennsylvania
$571K -$68.3K -191 -11%
ACM
1985
Aster Capital Management
United Arab Emirates
$570K +$170K +476 +45%
AWM
1986
Austin Wealth Management
Texas
$570K -$1.07K -3 -0.2%
DAM
1987
Delta Asset Management
Tennessee
$569K
BMWS
1988
Brady Martz Wealth Solutions
North Dakota
$568K -$70.9K -198 -11%
TFA
1989
Toth Financial Advisory
Virginia
$568K -$3.58K -10 -0.6%
FF
1990
Francis Financial
$566K -$24.7K -69 -4%
EGM
1991
Engineers Gate Manager
New York
$566K +$548K +1,531 New
R
1992
Rebalance
California
$564K -$21.5K -60 -4%
OCM
1993
Osterweis Capital Management
California
$564K
IRC
1994
Investors Research Corp
Georgia
$564K -$17.9K -50 -3%
WA
1995
Wealthstar Advisors
Texas
$563K +$26.5K +74 +5%
PCM
1996
Polymer Capital Management
New York
$562K -$1.04M -2,896 -66%
OC
1997
Optima Capital
Oregon
$561K +$2.86K +8 +0.5%
MCM
1998
MV Capital Management
Maryland
$560K +$1.79K +5 +0.3%
VC
1999
Vicus Capital
Pennsylvania
$559K +$117K +327 +28%
AAS
2000
Annex Advisory Services
Wisconsin
$559K +$84.8K +237 +19%