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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
JIP
2001
Jaffetilchin Investment Partners
Florida
$558K +$1.07K +3 +0.2%
WCFA
2002
Walkner Condon Financial Advisors
Wisconsin
$557K +$46.2K +129 +9%
MPIA
2003
Mountain Pacific Investment Advisers
Idaho
$557K
WAM
2004
Walker Asset Management
Missouri
$557K +$716 +2 +0.1%
PCM
2005
Princeton Capital Management
New Jersey
$556K +$5.01K +14 +0.9%
PAS
2006
Professional Advisory Services
Florida
$555K
AAIM
2007
Asset Advisors Investment Management
Georgia
$555K
BI
2008
Bramshill Investments
Florida
$555K
HP
2009
Holowesko Partners
Bahamas
$555K
WA1
2010
Wimmer Associates 1
California
$555K
PIP
2011
Peachtree Investment Partners
Florida
$554K +$128K +357 +31%
CIA
2012
Compass Ion Advisors
Pennsylvania
$553K -$4.65K -13 -0.9%
AWA
2013
Amplius Wealth Advisors
Pennsylvania
$552K +$7.87K +22 +1%
RWPA
2014
Richard W. Paul & Associates
Michigan
$551K -$42.9K -120 -7%
SWR
2015
Spahn Wealth & Retirement
Arizona
$550K -$4.29K -12 -0.8%
KOC
2016
Koss-Olinger Consulting
Florida
$550K +$6.44K +18 +1%
SCA
2017
Sandy Cove Advisors
Massachusetts
$550K +$8.59K +24 +2%
DWM
2018
Drive Wealth Management
Utah
$548K +$19.3K +54 +4%
AA
2019
Aire Advisors
California
$548K
FBFS
2020
First Business Financial Services
Wisconsin
$545K +$1.43K +4 +0.3%
SOW
2021
State of Wyoming
Wyoming
$544K -$195K -546 -27%
HFS
2022
Heritage Financial Services
Massachusetts
$543K -$48K -134 -8%
RIA
2023
Regal Investment Advisors
Michigan
$543K +$20.4K +57 +4%
CCM
2024
Crew Capital Management
Ohio
$540K
Acadian Asset Management
2025
Acadian Asset Management
Massachusetts
$540K -$79.8K -223 -13%