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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
BWL
2601
Bogart Wealth LLC
Virginia
$199K
FSCM
2602
Front Street Capital Management
Montana
$197K
LB
2603
Legacy Bridge
Iowa
$194K
W
2604
WealthCollab
Washington
$193K
WPWM
2605
Western Pacific Wealth Management
Illinois
$192K
MR
2606
Munich Reinsurance
$191K
TFIPS
2607
Towarzystwo Funduszy Inwestycyjnych PZU SA
$188K
ACM
2608
Anfield Capital Management
California
$186K
SFG
2609
Strive Financial Group
Indiana
$183K
KTC
2610
Kentucky Trust Company
Kentucky
$183K
RIAS
2611
Rachor Investment Advisory Services
Michigan
$183K
1IA
2612
1620 Investment Advisors
Massachusetts
$181K
MS
2613
Monetary Solutions
Ohio
$181K
AFG
2614
Albion Financial Group
Utah
$178K
AA
2615
Addison Advisors
Vermont
$176K
CFS
2616
CGC Financial Services
Oregon
$176K
AW
2617
Avion Wealth
Texas
$176K
SIS
2618
Strategic Investment Solutions
Illinois
$174K
RFG
2619
REAP Financial Group
Texas
$174K
TCA
2620
Trifecta Capital Advisors
Illinois
$174K
CFD
2621
Creative Financial Designs
Indiana
$171K
AT
2622
Arlington Trust
Alabama
$171K
SEP
2623
Signature Equity Partners
Ohio
$170K
PMIM
2624
Prudent Man Investment Management
Colorado
$166K
MAFA
2625
MJT & Associates Financial Advisory
Minnesota
$164K