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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
CCMI
2626
Creative Capital Management Investments
California
$152K
CAIM
2627
Catherine Avery Investment Management
Florida
$151K
Cohen & Steers
2628
Cohen & Steers
New York
$151K
JWM
2629
JPL Wealth Management
Colorado
$149K
VR
2630
Vision Retirement
New Jersey
$148K
CCA
2631
Catalyst Capital Advisors
New York
$144K
FCT
2632
First Community Trust
Iowa
$144K
CVM
2633
Cheviot Value Management
California
$144K
AFC
2634
Ares Financial Consulting
California
$142K
SG
2635
Sankala Group
Colorado
$142K
SNB
2636
Security National Bank
Nebraska
$140K
PJC
2637
Phillip James Consulting
Minnesota
$140K
AI
2638
AXS Investments
New York
$138K
FMB
2639
Field & Main Bank
Kentucky
$137K
RFS
2640
Richardson Financial Services
Massachusetts
$134K
FFL
2641
Financial Freedom LLC
Ohio
$133K
SA
2642
Strategic Advocates
Utah
$131K
MMCM
2643
Murphy & Mullick Capital Management
New York
$130K
BHWM
2644
Bay Harbor Wealth Management
Maryland
$129K
BHWM
2645
Beaird Harris Wealth Management
Texas
$129K
KFA
2646
Kelleher Financial Advisors
New York
$128K
TLFA
2647
True Link Financial Advisors
California
$128K
FC
2648
Fairscale Capital
New Hampshire
$127K
BGAI
2649
Bruce G. Allen Investments
Colorado
$126K
JAM
2650
JCIC Asset Management
Ontario, Canada
$124K