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American Express

2,871 hedge funds and large institutions have $175B invested in American Express in 2026 Q1 according to their latest regulatory filings, with 187 funds opening new positions, 1,066 increasing their positions, 1,213 reducing their positions, and 284 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

19% less capital invested

Capital invested by funds: $217B → $175B (-$42.1B)

34% less funds holding in top 10

Funds holding in top 10: 10771 (-36)

34% less first-time investments, than exits

New positions opened: 187 | Existing positions closed: 284

Holders
2,871
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
71
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.31B
Puts
$2.04B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
B
2476
Bellecapital
Switzerland
$237K
BC
2477
Brio Consultants
California
$237K
AWP
2478
Ascent Wealth Partners
New York
$237K
WH
2479
Willner & Heller
California
$235K
EIG
2480
Ellenbecker Investment Group
Wisconsin
$235K
VP
2481
Verum Partners
North Carolina
$235K
AIM
2482
Axiom Investment Management
New York
$234K
NECFA
2483
New England Capital Financial Advisors
Connecticut
$234K
MSR
2484
Main Street Research
Connecticut
$234K
TAP
2485
TSG Advice Partners
Ohio
$233K
GFG
2486
Goldstone Financial Group
Illinois
$233K
SFP
2487
Sandbox Financial Partners
Maryland
$233K
EL
2488
EWA LLC
Pennsylvania
$233K
LOPW
2489
Live Oak Private Wealth
North Carolina
$233K
NWM
2490
Nolet Wealth Management
Texas
$232K
WMN
2491
Wealth Management Nebraska
Nebraska
$232K
APWM
2492
Argonautica Private Wealth Management
Massachusetts
$232K
FCU
2493
Financial Concepts Unlimited
Maine
$230K
IAS
2494
IMA Advisory Services
Colorado
$230K
GWAG
2495
Garrett Wealth Advisory Group
Texas
$230K
CWA
2496
Consilium Wealth Advisory
Texas
$229K
MWA
2497
Motive Wealth Advisors
Michigan
$229K
SW
2498
SkyOak Wealth
Michigan
$228K
MWM
2499
Manske Wealth Management
Texas
$228K
LWA
2500
Lineweaver Wealth Advisors
Ohio
$227K