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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
BCA
2551
Bay Colony Advisors
Massachusetts
$212K
RFW
2552
Rainier Family Wealth
Washington
$212K
ABLA
2553
Alan B. Lancz & Associates
Ohio
$212K
PFG
2554
Pinnacle Financial Group
Illinois
$212K
BMCM
2555
Burns Matteson Capital Management
New York
$212K
JIG
2556
Junk Investment Group
Maryland
$212K
PCM
2557
Pointe Capital Management
Michigan
$211K
CVA
2558
Central Valley Advisors
California
$211K
GCA
2559
Gradient Capital Advisors
California
$211K
OWA
2560
Octavia Wealth Advisors
Ohio
$211K
SFG
2561
SevenBridge Financial Group
Pennsylvania
$210K
RIS
2562
Retirement Income Solutions
Michigan
$210K
SFS
2563
Stiles Financial Services
Minnesota
$210K
MAG
2564
M3 Advisory Group
Massachusetts
$210K
EAN
2565
Excelsior Advisor Network
Colorado
$210K
CIA
2566
Cape Investment Advisory
Georgia
$209K
FC
2567
Fusion Capital
South Carolina
$209K
WCM
2568
Warburton Capital Management
Oklahoma
$209K
PVAMC
2569
PPS&V Asset Management Consultants
Michigan
$208K
FMTCOCP
2570
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$208K
GJWM
2571
Gilliland Jeter Wealth Management
Arkansas
$208K
WHC
2572
Wulff, Hansen & Co
California
$208K
NWA
2573
New World Advisors
Massachusetts
$208K
EWM
2574
Elmwood Wealth Management
California
$207K
GHA
2575
Good Harbor Advisors
Massachusetts
$207K