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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
NWM
2501
Nolet Wealth Management
Texas
$232K
WMN
2502
Wealth Management Nebraska
Nebraska
$232K
APWM
2503
Argonautica Private Wealth Management
Massachusetts
$232K
FCU
2504
Financial Concepts Unlimited
Maine
$230K
IAS
2505
IMA Advisory Services
Colorado
$230K
GWAG
2506
Garrett Wealth Advisory Group
Texas
$230K
CWA
2507
Consilium Wealth Advisory
Texas
$229K
MWA
2508
Motive Wealth Advisors
Michigan
$229K
SW
2509
SkyOak Wealth
Michigan
$228K
MWM
2510
Manske Wealth Management
Texas
$228K
LWA
2511
Lineweaver Wealth Advisors
Ohio
$227K
LIA
2512
LBMC Investment Advisors
Tennessee
$227K
PWS
2513
Proactive Wealth Strategies
Georgia
$226K
CCWM
2514
Correct Capital Wealth Management
Missouri
$225K
HCP
2515
Hexagon Capital Partners
Arkansas
$225K
BWM
2516
BigSur Wealth Management
Florida
$225K
FPW
2517
Fairvoy Private Wealth
Alabama
$225K
CWA
2518
Consilio Wealth Advisors
Washington
$224K
CPWM
2519
Cypress Point Wealth Management
Texas
$224K
NF
2520
Nvest Financial
New Hampshire
$224K
EBA
2521
Eagle Bay Advisors
New York
$223K
BPCE
2522
Bank Pictet & Cie (Europe)
Germany
$223K
AWM
2523
Aviso Wealth Management
Washington
$221K
AGA
2524
Arch Global Advisors
New York
$221K
WI
2525
Wedgewood Investors
Pennsylvania
$221K