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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
JJBC
2076
James J. Burns & Company
New York
$500K -$35.8K -100 -7%
NAMP
2077
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$499K
SFG
2078
Shum Financial Group
California
$499K +$6.08K +17 +1%
1CP
2079
17 Capital Partners
Arizona
$497K -$8.95K -25 -2%
SCM
2080
Schnieders Capital Management
California
$497K
FGWP
2081
Founders Grove Wealth Partners
Virginia
$495K +$27.9K +78 +6%
BEW
2082
Burton Enright Welch
California
$495K -$9.66K -27 -2%
SPA
2083
Sherbrooke Park Advisers
New York
$495K +$479K +1,338 New
TCOTS
2084
Trust Company of the South
North Carolina
$494K
MBC
2085
Michael Brady & Co
Ohio
$494K +$478K +1,335 New
HFRG
2086
Houlihan Financial Resource Group
Virginia
$494K +$478K +1,335 New
NFG
2087
Nadler Financial Group
Illinois
$493K +$20K +56 +4%
FFIC
2088
First Fiduciary Investment Counsel
Ohio
$493K
WP
2089
WealthShield Partners
North Carolina
$492K +$716 +2 +0.2%
CFO
2090
CVA Family Office
Colorado
$492K +$7.87K +22 +2%
WAG
2091
Winthrop Advisory Group
Massachusetts
$491K -$60.5K -169 -11%
EWS
2092
Evergreen Wealth Solutions
Pennsylvania
$491K -$37.6K -105 -7%
OIS
2093
OneAscent Investment Solutions
Alabama
$489K +$88.4K +247 +23%
SHJ
2094
Sharkey, Howes & Javer
Colorado
$488K
T
2095
TrustBank
Illinois
$488K +$472K +1,320 New
CAL
2096
Capital Advisors Ltd
Ohio
$488K
NDBT
2097
North Dallas Bank & Trust
Texas
$488K +$472K +1,318 New
SWA
2098
SFMG Wealth Advisors
Texas
$487K +$16.1K +45 +4%
MHC
2099
May Hill Capital
Massachusetts
$486K +$34.7K +97 +8%
BCM
2100
BTC Capital Management
Iowa
$485K +$81.6K +228 +21%