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American Express

2,883 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, 1,217 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
2,883
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
DCM
2476
Dorato Capital Management
Colorado
$240K
DIM
2477
DLK Investment Management
California
$240K
THL
2478
Tillman Hartley LLC
Colorado
$240K
ASG
2479
Ariston Services Group
California
$240K
SGFG
2480
Silver Grove Financial Group
New York
$239K
CWA
2481
Clarity Wealth Advisors
California
$238K
AW
2482
Apricus Wealth
South Carolina
$238K
MWA
2483
Medallion Wealth Advisors
Connecticut
$237K
LFGO
2484
Legacy Financial Group (Oklahoma)
Oklahoma
$237K
FWP
2485
FAS Wealth Partners
Kansas
$237K
B
2486
Bellecapital
Switzerland
$237K
BC
2487
Brio Consultants
California
$237K
AWP
2488
Ascent Wealth Partners
New York
$237K
WH
2489
Willner & Heller
California
$235K
EIG
2490
Ellenbecker Investment Group
Wisconsin
$235K
VP
2491
Verum Partners
North Carolina
$235K
AIM
2492
Axiom Investment Management
New York
$234K
NECFA
2493
New England Capital Financial Advisors
Connecticut
$234K
MSR
2494
Main Street Research
Connecticut
$234K
TAP
2495
TSG Advice Partners
Ohio
$233K
GFG
2496
Goldstone Financial Group
Illinois
$233K
SFP
2497
Sandbox Financial Partners
Maryland
$233K
EL
2498
EWA LLC
Pennsylvania
$233K
LOPW
2499
Live Oak Private Wealth
North Carolina
$233K
NWM
2500
Nolet Wealth Management
Texas
$232K