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American Express

2,884 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, 1,218 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
2,884
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
EAN
2576
Excelsior Advisor Network
Colorado
$210K
CIA
2577
Cape Investment Advisory
Georgia
$209K
FC
2578
Fusion Capital
South Carolina
$209K
WCM
2579
Warburton Capital Management
Oklahoma
$209K
PVAMC
2580
PPS&V Asset Management Consultants
Michigan
$208K
FMTCOCP
2581
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$208K
GJWM
2582
Gilliland Jeter Wealth Management
Arkansas
$208K
WHC
2583
Wulff, Hansen & Co
California
$208K
NWA
2584
New World Advisors
Massachusetts
$208K
EWM
2585
Elmwood Wealth Management
California
$207K
GHA
2586
Good Harbor Advisors
Massachusetts
$207K
PGA
2587
Portland Global Advisors
Maine
$206K
ST
2588
Somerset Trust
Pennsylvania
$206K
DCM
2589
Donaldson Capital Management
Indiana
$206K
AWP
2590
Avid Wealth Partners
Texas
$205K
AT
2591
American Trust
Kentucky
$204K
CGFA
2592
Colton Groome Financial Advisors
North Carolina
$204K
FFC
2593
First Financial Corp
Indiana
$203K
BWP
2594
Baldwin Wealth Partners
Massachusetts
$203K
CWG
2595
Crown Wealth Group
North Carolina
$202K
NWWA
2596
New Wave Wealth Advisors
Arkansas
$202K
GHA
2597
GW Henssler & Associates
Georgia
$202K
TCM
2598
Traynor Capital Management
Pennsylvania
$201K
WCMN
2599
Westchester Capital Management (Nebraska)
Nebraska
$200K
CS
2600
Clear Street
New York
$199K