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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
ST
2576
Somerset Trust
Pennsylvania
$206K
PGA
2577
Portland Global Advisors
Maine
$206K
DCM
2578
Donaldson Capital Management
Indiana
$206K
AWP
2579
Avid Wealth Partners
Texas
$205K
AT
2580
American Trust
Kentucky
$204K
CGFA
2581
Colton Groome Financial Advisors
North Carolina
$204K
FFC
2582
First Financial Corp
Indiana
$203K
BWP
2583
Baldwin Wealth Partners
Massachusetts
$203K
CWG
2584
Crown Wealth Group
North Carolina
$202K
NWWA
2585
New Wave Wealth Advisors
Arkansas
$202K
GHA
2586
GW Henssler & Associates
Georgia
$202K
TCM
2587
Traynor Capital Management
Pennsylvania
$201K
WCMN
2588
Westchester Capital Management (Nebraska)
Nebraska
$200K
CS
2589
Clear Street
New York
$199K
BWL
2590
Bogart Wealth LLC
Virginia
$199K
FSCM
2591
Front Street Capital Management
Montana
$197K
LB
2592
Legacy Bridge
Iowa
$194K
W
2593
WealthCollab
Washington
$193K
WPWM
2594
Western Pacific Wealth Management
Illinois
$192K
MR
2595
Munich Reinsurance
$191K
TFIPS
2596
Towarzystwo Funduszy Inwestycyjnych PZU SA
$188K
ACM
2597
Anfield Capital Management
California
$186K
SFG
2598
Strive Financial Group
Indiana
$183K
KTC
2599
Kentucky Trust Company
Kentucky
$183K
RIAS
2600
Rachor Investment Advisory Services
Michigan
$183K