AXP icon

American Express

2,853 hedge funds and large institutions have $175B invested in American Express in 2026 Q1 according to their latest regulatory filings, with 186 funds opening new positions, 1,060 increasing their positions, 1,204 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 (-$42.2B)

34% less funds holding in top 10

Funds holding in top 10: 10771 (-36)

35% less first-time investments, than exits

New positions opened: 186 | Existing positions closed: 284

Holders
2,853
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
SPF
2526
South Plains Financial
Texas
$214K
TAM
2527
Titleist Asset Management
Texas
$214K
HA
2528
Hofer & Associates
California
$214K
AFA
2529
American Financial Advisors
Georgia
$214K
CCM
2530
Chickasaw Capital Management
Tennessee
$213K
MWM
2531
Maridea Wealth Management
New York
$212K
VAF
2532
Values Added Financial
District of Columbia
$212K
SL
2533
Salomon & Ludwin
Virginia
$212K
BCA
2534
Bay Colony Advisors
Massachusetts
$212K
RFW
2535
Rainier Family Wealth
Washington
$212K
ABLA
2536
Alan B. Lancz & Associates
Ohio
$212K
PFG
2537
Pinnacle Financial Group
Illinois
$212K
BMCM
2538
Burns Matteson Capital Management
New York
$212K
JIG
2539
Junk Investment Group
Maryland
$212K
PCM
2540
Pointe Capital Management
Michigan
$211K
CVA
2541
Central Valley Advisors
California
$211K
GCA
2542
Gradient Capital Advisors
California
$211K
OWA
2543
Octavia Wealth Advisors
Ohio
$211K
SFG
2544
SevenBridge Financial Group
Pennsylvania
$210K
RIS
2545
Retirement Income Solutions
Michigan
$210K
SFS
2546
Stiles Financial Services
Minnesota
$210K
MAG
2547
M3 Advisory Group
Massachusetts
$210K
EAN
2548
Excelsior Advisor Network
Colorado
$210K
CIA
2549
Cape Investment Advisory
Georgia
$209K
FC
2550
Fusion Capital
South Carolina
$209K