AXP icon

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
LIA
2501
LBMC Investment Advisors
Tennessee
$227K
PWS
2502
Proactive Wealth Strategies
Georgia
$226K
CCWM
2503
Correct Capital Wealth Management
Missouri
$225K
HCP
2504
Hexagon Capital Partners
Arkansas
$225K
BWM
2505
BigSur Wealth Management
Florida
$225K
FPW
2506
Fairvoy Private Wealth
Alabama
$225K
CWA
2507
Consilio Wealth Advisors
Washington
$224K
CPWM
2508
Cypress Point Wealth Management
Texas
$224K
NF
2509
Nvest Financial
New Hampshire
$224K
EBA
2510
Eagle Bay Advisors
New York
$223K
BPCE
2511
Bank Pictet & Cie (Europe)
Germany
$223K
AWM
2512
Aviso Wealth Management
Washington
$221K
AGA
2513
Arch Global Advisors
New York
$221K
WI
2514
Wedgewood Investors
Pennsylvania
$221K
CWWM
2515
Clear Wave Wealth Management
New Jersey
$221K
LWM
2516
LeConte Wealth Management
Tennessee
$220K
DWM
2517
DecisionMap Wealth Management
Virginia
$220K
JC
2518
JB Capital
Connecticut
$219K
CFA
2519
Collaborative Fund Advisors
Nevada
$219K
AM
2520
Atwater Malick
Pennsylvania
$219K
FCM
2521
Fogel Capital Management
Florida
$218K
RAM
2522
Readystate Asset Management
Illinois
$218K
PHWM
2523
Pine Harbor Wealth Management
Maryland
$218K
KWMG
2524
King Wealth Management Group
Florida
$217K
WDL
2525
Well Done LLC
Michigan
$217K