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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
WCM
2551
Warburton Capital Management
Oklahoma
$209K
PVAMC
2552
PPS&V Asset Management Consultants
Michigan
$208K
FMTCOCP
2553
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$208K
GJWM
2554
Gilliland Jeter Wealth Management
Arkansas
$208K
WHC
2555
Wulff, Hansen & Co
California
$208K
NWA
2556
New World Advisors
Massachusetts
$208K
EWM
2557
Elmwood Wealth Management
California
$207K
GHA
2558
Good Harbor Advisors
Massachusetts
$207K
PGA
2559
Portland Global Advisors
Maine
$206K
ST
2560
Somerset Trust
Pennsylvania
$206K
DCM
2561
Donaldson Capital Management
Indiana
$206K
AWP
2562
Avid Wealth Partners
Texas
$205K
AT
2563
American Trust
Kentucky
$204K
CGFA
2564
Colton Groome Financial Advisors
North Carolina
$204K
FFC
2565
First Financial Corp
Indiana
$203K
BWP
2566
Baldwin Wealth Partners
Massachusetts
$203K
CWG
2567
Crown Wealth Group
North Carolina
$202K
NWWA
2568
New Wave Wealth Advisors
Arkansas
$202K
GHA
2569
GW Henssler & Associates
Georgia
$202K
TCM
2570
Traynor Capital Management
Pennsylvania
$201K
WCMN
2571
Westchester Capital Management (Nebraska)
Nebraska
$200K
CS
2572
Clear Street
New York
$199K
BWL
2573
Bogart Wealth LLC
Virginia
$199K
FSCM
2574
Front Street Capital Management
Montana
$197K
LB
2575
Legacy Bridge
Iowa
$194K