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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
NA
2026
Nautilus Advisors
California
$540K -$144K -403 -22%
RWP
2027
Revolve Wealth Partners
New Jersey
$540K -$1.07K -3 -0.2%
OFO
2028
OneAscent Family Office
Alabama
$539K +$64.4K +180 +14%
HFS
2029
Howard Financial Services
Texas
$539K +$32.6K +91 +7%
IA
2030
Invested Advisors
Pennsylvania
$538K -$87.7K -245 -14%
AWP
2031
Accretive Wealth Partners
New Jersey
$538K +$48.3K +135 +10%
CUAMC
2032
China Universal Asset Management Company
China
$537K +$519K +1,451 New
AWM
2033
Activest Wealth Management
Florida
$536K +$321K +898 +163%
FDDB
2034
Fidelity D&D Bancorp
Pennsylvania
$536K -$40.1K -112 -7%
BSSFA
2035
Baron Silver Stevens Financial Advisors
Florida
$535K -$55.1K -154 -10%
ECAM
2036
East Coast Asset Management
Massachusetts
$533K
6F
2037
626 Financial
Michigan
$529K +$358 +1 +0.1%
PB
2038
Prosperity Bancshares
Texas
$529K +$512K +1,430 New
EWA
2039
Exencial Wealth Advisors
Oklahoma
$529K -$39.4K -110 -7%
HWA
2040
Heritage Wealth Advisors
Virginia
$528K
FWM
2041
Forza Wealth Management
Florida
$524K
MIM
2042
Merrion Investment Management
New Jersey
$524K
CPA
2043
Capital Performance Advisors
California
$522K +$133K +373 +36%
SDAM
2044
Shulman DeMeo Asset Management
New York
$522K -$6.08K -17 -1%
CMP
2045
Coston McIsaac & Partners
Maine
$522K +$56.2K +157 +13%
LSA
2046
Lansing Street Advisors
Pennsylvania
$522K +$505K +1,410 New
WG
2047
Wellington Group
Indiana
$522K +$505K +1,410 New
NB
2048
Northwest Bancshares
Pennsylvania
$521K
EC
2049
EntryPoint Capital
New York
$520K +$503K +1,405 New
BFC
2050
Blue Fin Capital
Rhode Island
$519K -$88.4K -247 -15%