We are live on ! Find out more
AXP icon

American Express

2,884 hedge funds and large institutions have $175B invested in American Express in 2026 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 1,069 increasing their positions, 1,218 reducing their positions, and 283 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 first-time investments, than exits

New positions opened: 188 | Existing positions closed: 283

34% less funds holding in top 10

Funds holding in top 10: 10771 (-36)

Holders
2,884
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
HIS
2476
Harvest Investment Services
Illinois
$241K
DCM
2477
Dorato Capital Management
Colorado
$240K
DIM
2478
DLK Investment Management
California
$240K
THL
2479
Tillman Hartley LLC
Colorado
$240K
ASG
2480
Ariston Services Group
California
$240K
SGFG
2481
Silver Grove Financial Group
New York
$239K
CWA
2482
Clarity Wealth Advisors
California
$238K
AW
2483
Apricus Wealth
South Carolina
$238K
MWA
2484
Medallion Wealth Advisors
Connecticut
$237K
LFGO
2485
Legacy Financial Group (Oklahoma)
Oklahoma
$237K
FWP
2486
FAS Wealth Partners
Kansas
$237K
B
2487
Bellecapital
Switzerland
$237K
BC
2488
Brio Consultants
California
$237K
AWP
2489
Ascent Wealth Partners
New York
$237K
WH
2490
Willner & Heller
California
$235K
EIG
2491
Ellenbecker Investment Group
Wisconsin
$235K
VP
2492
Verum Partners
North Carolina
$235K
AIM
2493
Axiom Investment Management
New York
$234K
NECFA
2494
New England Capital Financial Advisors
Connecticut
$234K
MSR
2495
Main Street Research
Connecticut
$234K
TAP
2496
TSG Advice Partners
Ohio
$233K
GFG
2497
Goldstone Financial Group
Illinois
$233K
SFP
2498
Sandbox Financial Partners
Maryland
$233K
EL
2499
EWA LLC
Pennsylvania
$233K
LOPW
2500
Live Oak Private Wealth
North Carolina
$233K