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