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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
Capstone Investment Advisors
2101
Capstone Investment Advisors
New York
$483K -$4.88M -13,646 -91%
AFT
2102
Alpha Family Trust
California
$483K
KFA
2103
Kapstone Financial Advisors
Ohio
$482K
SN
2104
Sittner & Nelson
Oregon
$482K +$5.37K +15 +1%
LWIC
2105
Leith Wheeler Investment Counsel
British Columbia, Canada
$481K +$465K +1,300 New
WDC
2106
Woodward Diversified Capital
California
$481K +$6.8K +19 +1%
VWM
2107
Vigilare Wealth Management
Arizona
$478K
WG
2108
Wealth Group
North Carolina
$476K +$461K +1,287 New
OPA
2109
Old Port Advisors
Maine
$475K +$3.22K +9 +0.7%
SAA
2110
Southeast Asset Advisors
Georgia
$475K +$716 +2 +0.2%
FB
2111
First Bancorp
Maine
$474K -$64.4K -180 -12%
MHR
2112
Matthew Hamilton Rosenberg
$473K
4WM
2113
4J Wealth Management
Virginia
$473K
NEWAS
2114
N.E.W. Advisory Services
Wisconsin
$473K +$143K +400 +46%
PIN
2115
Prudent Investors Network
California
$472K
TIM
2116
Tortoise Investment Management
New York
$471K -$48.7K -136 -10%
LOWM
2117
Laurel Oak Wealth Management
New Jersey
$471K +$456K +1,274 New
GAMC
2118
Garner Asset Management Corp
Texas
$470K -$10.7K -30 -2%
EPP
2119
ETF Portfolio Partners
Kansas
$469K
HW
2120
HORAN Wealth
Ohio
$469K +$230K +643 +103%
VW
2121
Vantus Wealth
Pennsylvania
$469K +$453K +1,267 New
MCM
2122
Mainstream Capital Management
California
$468K
SAM
2123
Summit Asset Management
Tennessee
$468K -$30.4K -85 -6%
FA
2124
Fagan Associates
New York
$468K -$12.5K -35 -3%
NA
2125
Navellier & Associates
Nevada
$467K -$703K -1,965 -61%