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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
SMA
2526
Sage Mountain Advisors
Georgia
$217K
SWM
2527
SHP Wealth Management
Massachusetts
$217K
PC
2528
Purewater Capital
Texas
$217K
MCA
2529
MSH Capital Advisors
Arizona
$217K
SWA
2530
Strategies Wealth Advisors
Michigan
$217K
FCCM
2531
First City Capital Management
Georgia
$216K
MMM
2532
Mendel Money Management
Illinois
$216K
RIP
2533
RAM Investment Partners
Washington
$216K
AF
2534
Advisornet Financial
Minnesota
$216K
AIS
2535
AM Investment Strategies
Tennessee
$216K
T
2536
Tidemark
California
$216K
PWMG
2537
Prestige Wealth Management Group
New Jersey
$216K
CAS
2538
Coppell Advisory Solutions
Texas
$215K
TPWA
2539
Twin Peaks Wealth Advisors
California
$215K
ORAM
2540
One River Asset Management
Connecticut
$215K
CM
2541
Capula Management
Cayman Islands
$215K
CCFM
2542
Clear Creek Financial Management
Washington
$214K
SPF
2543
South Plains Financial
Texas
$214K
TAM
2544
Titleist Asset Management
Texas
$214K
HA
2545
Hofer & Associates
California
$214K
AFA
2546
American Financial Advisors
Georgia
$214K
CCM
2547
Chickasaw Capital Management
Tennessee
$213K
MWM
2548
Maridea Wealth Management
New York
$212K
VAF
2549
Values Added Financial
District of Columbia
$212K
SL
2550
Salomon & Ludwin
Virginia
$212K