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American Express

2,883 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, 1,217 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
2,883
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
CM
2551
Capula Management
Cayman Islands
$215K
CCFM
2552
Clear Creek Financial Management
Washington
$214K
SPF
2553
South Plains Financial
Texas
$214K
TAM
2554
Titleist Asset Management
Texas
$214K
HA
2555
Hofer & Associates
California
$214K
AFA
2556
American Financial Advisors
Georgia
$214K
CCM
2557
Chickasaw Capital Management
Tennessee
$213K
MWM
2558
Maridea Wealth Management
New York
$212K
VAF
2559
Values Added Financial
District of Columbia
$212K
SL
2560
Salomon & Ludwin
Virginia
$212K
BCA
2561
Bay Colony Advisors
Massachusetts
$212K
RFW
2562
Rainier Family Wealth
Washington
$212K
ABLA
2563
Alan B. Lancz & Associates
Ohio
$212K
PFG
2564
Pinnacle Financial Group
Illinois
$212K
BMCM
2565
Burns Matteson Capital Management
New York
$212K
JIG
2566
Junk Investment Group
Maryland
$212K
PCM
2567
Pointe Capital Management
Michigan
$211K
CVA
2568
Central Valley Advisors
California
$211K
GCA
2569
Gradient Capital Advisors
California
$211K
OWA
2570
Octavia Wealth Advisors
Ohio
$211K
SFG
2571
SevenBridge Financial Group
Pennsylvania
$210K
RIS
2572
Retirement Income Solutions
Michigan
$210K
SFS
2573
Stiles Financial Services
Minnesota
$210K
MAG
2574
M3 Advisory Group
Massachusetts
$210K
EAN
2575
Excelsior Advisor Network
Colorado
$210K