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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
1WM
2126
1900 Wealth Management
Texas
$466K +$12.2K +34 +3%
MBTD
2127
Mechanics Bank - Trust Department
California
$466K -$16.1K -45 -3%
CAAS
2128
Capital Asset Advisory Services
Michigan
$465K +$10K +28 +2%
BP
2129
BBR Partners
New York
$465K -$7.16K -20 -2%
SCM
2130
Sterneck Capital Management
Missouri
$465K
GFPC
2131
Global Financial Private Client
Florida
$465K +$3.58K +10 +0.8%
LW
2132
Libra Wealth
California
$464K
SCM
2133
Saba Capital Management
New York
$463K +$448K +1,252 New
MAG
2134
Mayfair Advisory Group
Alabama
$463K
PA
2135
ProCore Advisors
California
$462K +$447K +1,250 New
KFI
2136
Key Financial Inc
Pennsylvania
$461K
TLA
2137
Tanglewood Legacy Advisors
Texas
$461K
EA
2138
Everpar Advisors
Oklahoma
$461K +$93K +260 +26%
HPM
2139
Hoxton Planning & Management
West Virginia
$461K +$7.87K +22 +2%
OBGC
2140
O'Brien Greene & Co
Pennsylvania
$461K +$204K +570 +84%
ITG
2141
Index Technologies Group
New York
$460K +$445K +1,244 New
BOPW
2142
Brandywine Oak Private Wealth
Pennsylvania
$460K -$4.65K -13 -1%
RPWA
2143
Regent Peak Wealth Advisors
Georgia
$459K +$5.73K +16 +1%
BSAM
2144
Blue Square Asset Management
New York
$459K
GH
2145
GAM Holding
Switzerland
$458K +$120K +336 +37%
ACI
2146
Alpha Cubed Investments
California
$458K -$19.7K -55 -4%
MSCM
2147
McElhenny Sheffield Capital Management
Texas
$457K -$194K -543 -31%
IIA
2148
IPG Investment Advisors
California
$457K -$24.3K -68 -5%
GRWP
2149
Green Ridge Wealth Planning
New Jersey
$456K +$441K +1,233 New
RA
2150
Ruggaard & Associates
Ohio
$456K +$358 +1 +0.1%