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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
1IA
2601
1620 Investment Advisors
Massachusetts
$181K
MS
2602
Monetary Solutions
Ohio
$181K
AFG
2603
Albion Financial Group
Utah
$178K
AA
2604
Addison Advisors
Vermont
$176K
CFS
2605
CGC Financial Services
Oregon
$176K
AW
2606
Avion Wealth
Texas
$176K
SIS
2607
Strategic Investment Solutions
Illinois
$174K
RFG
2608
REAP Financial Group
Texas
$174K
TCA
2609
Trifecta Capital Advisors
Illinois
$174K
CFD
2610
Creative Financial Designs
Indiana
$171K
AT
2611
Arlington Trust
Alabama
$171K
SEP
2612
Signature Equity Partners
Ohio
$170K
PMIM
2613
Prudent Man Investment Management
Colorado
$166K
MAFA
2614
MJT & Associates Financial Advisory
Minnesota
$164K
PPC
2615
Park Place Capital
Alabama
$163K
WSFG
2616
Wall Street Financial Group
Illinois
$163K
FWA
2617
Flagship Wealth Advisors
Massachusetts
$163K
WPA
2618
Wealth Preservation Advisors
Tennessee
$162K
SWIM
2619
Smallwood Wealth Investment Management
New Jersey
$162K
VWA
2620
VSM Wealth Advisory
Maryland
$161K
AG
2621
AmeriFlex Group
Nevada
$161K
RDFA
2622
Ritter Daniher Financial Advisory
Ohio
$161K
MWM
2623
Mascoma Wealth Management
New Hampshire
$161K
WBWA
2624
William B. Walkup & Associates
South Carolina
$152K
IWM
2625
IMG Wealth Management
Florida
$152K