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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
CWWM
2526
Clear Wave Wealth Management
New Jersey
$221K
LWM
2527
LeConte Wealth Management
Tennessee
$220K
DWM
2528
DecisionMap Wealth Management
Virginia
$220K
JC
2529
JB Capital
Connecticut
$219K
CFA
2530
Collaborative Fund Advisors
Nevada
$219K
AM
2531
Atwater Malick
Pennsylvania
$219K
FCM
2532
Fogel Capital Management
Florida
$218K
RAM
2533
Readystate Asset Management
Illinois
$218K
PHWM
2534
Pine Harbor Wealth Management
Maryland
$218K
KWMG
2535
King Wealth Management Group
Florida
$217K
WDL
2536
Well Done LLC
Michigan
$217K
SMA
2537
Sage Mountain Advisors
Georgia
$217K
SWM
2538
SHP Wealth Management
Massachusetts
$217K
PC
2539
Purewater Capital
Texas
$217K
MCA
2540
MSH Capital Advisors
Arizona
$217K
SWA
2541
Strategies Wealth Advisors
Michigan
$217K
FCCM
2542
First City Capital Management
Georgia
$216K
MMM
2543
Mendel Money Management
Illinois
$216K
RIP
2544
RAM Investment Partners
Washington
$216K
AF
2545
Advisornet Financial
Minnesota
$216K
AIS
2546
AM Investment Strategies
Tennessee
$216K
T
2547
Tidemark
California
$216K
PWMG
2548
Prestige Wealth Management Group
New Jersey
$216K
CAS
2549
Coppell Advisory Solutions
Texas
$215K
TPWA
2550
Twin Peaks Wealth Advisors
California
$215K