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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
W
2576
WealthCollab
Washington
$193K
WPWM
2577
Western Pacific Wealth Management
Illinois
$192K
MR
2578
Munich Reinsurance
$191K
TFIPS
2579
Towarzystwo Funduszy Inwestycyjnych PZU SA
$188K
ACM
2580
Anfield Capital Management
California
$186K
SFG
2581
Strive Financial Group
Indiana
$183K
KTC
2582
Kentucky Trust Company
Kentucky
$183K
RIAS
2583
Rachor Investment Advisory Services
Michigan
$183K
1IA
2584
1620 Investment Advisors
Massachusetts
$181K
MS
2585
Monetary Solutions
Ohio
$181K
AFG
2586
Albion Financial Group
Utah
$178K
AA
2587
Addison Advisors
Vermont
$176K
CFS
2588
CGC Financial Services
Oregon
$176K
AW
2589
Avion Wealth
Texas
$176K
SIS
2590
Strategic Investment Solutions
Illinois
$174K
RFG
2591
REAP Financial Group
Texas
$174K
TCA
2592
Trifecta Capital Advisors
Illinois
$174K
CFD
2593
Creative Financial Designs
Indiana
$171K
AT
2594
Arlington Trust
Alabama
$171K
SEP
2595
Signature Equity Partners
Ohio
$170K
PMIM
2596
Prudent Man Investment Management
Colorado
$166K
MAFA
2597
MJT & Associates Financial Advisory
Minnesota
$164K
PPC
2598
Park Place Capital
Alabama
$163K
WSFG
2599
Wall Street Financial Group
Illinois
$163K
WPA
2600
Wealth Preservation Advisors
Tennessee
$162K