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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
CFG
2051
Carter Financial Group
Illinois
$519K -$37.6K -105 -7%
GA
2052
Greenspring Advisors
Maryland
$518K +$501K +1,401 New
WCA
2053
Westover Capital Advisors
Delaware
$518K
JWBC
2054
J.W. Burns & Co
New York
$518K +$10.4K +29 +2%
EM
2055
ELCO Management
New York
$518K +$215K +600 +75%
GWP
2056
Gateway Wealth Partners
Wisconsin
$518K +$89.1K +249 +22%
TNAM
2057
Terra Nova Asset Management
New York
$517K +$1.07K +3 +0.2%
APWA
2058
Atlas Private Wealth Advisors
New Jersey
$516K +$358 +1 +0.1%
WPW
2059
Waldron Private Wealth
Pennsylvania
$515K -$150K -419 -23%
RMDI
2060
R.M. Davis Inc
Maine
$515K -$138K -385 -22%
LC
2061
LCNB Corp
Ohio
$515K
BPW
2062
BlueDoor Private Wealth
Massachusetts
$515K +$498K +1,391 New
WTB
2063
Washington Trust Bank
Washington
$514K
SEA
2064
Stegent Equity Advisors
Texas
$513K +$89.5K +250 +22%
PMSA
2065
Patrick M. Sweeney & Associates
Illinois
$512K +$16.5K +46 +3%
FOA
2066
Five Oceans Advisors
California
$512K
HAS
2067
HBW Advisory Services
California
$510K +$493K +1,379 New
PCP
2068
Proficio Capital Partners
Massachusetts
$510K -$24.3K -68 -5%
HC
2069
Hamilton Capital
Ohio
$509K +$492K +1,376 New
CAG
2070
Centerpoint Advisory Group
Kansas
$505K
FFBTD
2071
First Financial Bank - Trust Division
Ohio
$504K
AAG
2072
Armstrong Advisory Group
Massachusetts
$502K -$4.29K -12 -0.9%
WI
2073
WrapManager Inc
California
$502K -$69.4K -194 -13%
LPT
2074
Legacy Private Trust
Wisconsin
$501K
5NPW
2075
55 North Private Wealth
Florida
$501K +$485K +1,354 New