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American Express Global Business Travel

171 hedge funds and large institutions have $2.22B invested in American Express Global Business Travel in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 79 increasing their positions, 36 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 36

43% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 23

5% more funds holding

Funds holding: 163171 (+8)

0% more capital invested

Capital invested by funds: $2.22B → $2.22B (+$3.74M)

3.22% less ownership

Funds ownership: 58.74%55.52% (-3.2%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
171
Holders Change
+8
Holders Change %
+4.91%
% of All Funds
2.08%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.12%
New
33
Increased
79
Reduced
36
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
151
Harel Insurance Investments & Financial Services
Israel
$1K
IA
152
IFP Advisors
Florida
$979 +$62 +8 +7%
JWA
153
JFS Wealth Advisors
Pennsylvania
$865 +$372 +48 +74%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$826 -$101 -13 -11%
Osaic Holdings
155
Osaic Holdings
Arizona
$681 -$12.3K -1,584 -95%
FFO
156
Fortitude Family Office
Arizona
$505 +$256 +33 +100%
OC
157
Optima Capital
Oregon
$497 +$504 +65 New
EP
158
Essential Partners
California
$467 +$62 +8 +15%
LFG
159
Larson Financial Group
Missouri
$444
Jones Financial Companies
160
Jones Financial Companies
Missouri
$367 +$372 +48 New
KFAS
161
Keating Financial Advisory Services
Kansas
$352 +$357 +46 New
RWM
162
Rialto Wealth Management
New York
$207 +$116 +15 +125%
TWD
163
True Wealth Design
Ohio
$192 +$186 +24 +2,400%
TFA
164
Transamerica Financial Advisors
Florida
$191 +$194 +25 New
DPW
165
DiNuzzo Private Wealth
Pennsylvania
$161 +$16 +2 +11%
HIA
166
HFM Investment Advisors
New Jersey
$85
BHWM
167
Bay Harbor Wealth Management
Maryland
$53 +$23 +3 +75%
SIC
168
SJS Investment Consulting
Ohio
$46 -$116 -15 -71%
DF
169
Dunhill Financial
United Kingdom
$20 +$23 +3 New
HNB
170
Huntington National Bank
Ohio
$7
CCM
171
Carronade Capital Management
Connecticut
-$13.8M -1,705,039 Closed
AACP
172
Advantage Alpha Capital Partners
California
-$5.09M -630,004 Closed
BPCM
173
Beach Point Capital Management
California
-$3.9M -483,197 Closed
EIM
174
Emmett Investment Management
New York
-$1.83M -229,404 Closed
ZIM
175
Zacks Investment Management
Illinois
-$505K -62,464 Closed