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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
SWIM
2601
Smallwood Wealth Investment Management
New Jersey
$162K
VWA
2602
VSM Wealth Advisory
Maryland
$161K
AG
2603
AmeriFlex Group
Nevada
$161K
RDFA
2604
Ritter Daniher Financial Advisory
Ohio
$161K
MWM
2605
Mascoma Wealth Management
New Hampshire
$161K
WBWA
2606
William B. Walkup & Associates
South Carolina
$152K
IWM
2607
IMG Wealth Management
Florida
$152K
CCMI
2608
Creative Capital Management Investments
California
$152K
CAIM
2609
Catherine Avery Investment Management
Florida
$151K
Cohen & Steers
2610
Cohen & Steers
New York
$151K
JWM
2611
JPL Wealth Management
Colorado
$149K
VR
2612
Vision Retirement
New Jersey
$148K
CCA
2613
Catalyst Capital Advisors
New York
$144K
FCT
2614
First Community Trust
Iowa
$144K
CVM
2615
Cheviot Value Management
California
$144K
AFC
2616
Ares Financial Consulting
California
$142K
SG
2617
Sankala Group
Colorado
$142K
SNB
2618
Security National Bank
Nebraska
$140K
PJC
2619
Phillip James Consulting
Minnesota
$140K
AI
2620
AXS Investments
New York
$138K
FMB
2621
Field & Main Bank
Kentucky
$137K
RFS
2622
Richardson Financial Services
Massachusetts
$134K
FFL
2623
Financial Freedom LLC
Ohio
$133K
SA
2624
Strategic Advocates
Utah
$131K
MMCM
2625
Murphy & Mullick Capital Management
New York
$130K