AXP icon

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
BHWM
2626
Bay Harbor Wealth Management
Maryland
$129K
BHWM
2627
Beaird Harris Wealth Management
Texas
$129K
KFA
2628
Kelleher Financial Advisors
New York
$128K
TLFA
2629
True Link Financial Advisors
California
$128K
FC
2630
Fairscale Capital
New Hampshire
$127K
BGAI
2631
Bruce G. Allen Investments
Colorado
$126K
JAM
2632
JCIC Asset Management
Ontario, Canada
$124K
B
2633
Birchbrook
Maine
$124K
GKIM
2634
GW&K Investment Management
Massachusetts
$122K
BIA
2635
Bell Investment Advisors
California
$121K
ACA
2636
Atlas Capital Advisors
Wyoming
$115K
RF
2637
Rossby Financial
Florida
$113K
AEPWM
2638
Atlantic Edge Private Wealth Management
Florida
$113K
KFP
2639
Kerr Financial Planning
California
$113K
BWM
2640
Bernard Wealth Management
Michigan
$111K
PCFFS
2641
Pacific Center for Financial Services
California
$110K
GCM
2642
Gables Capital Management
Florida
$110K
RS
2643
Rakuten Securities
Japan
$110K
HCM
2644
Hollencrest Capital Management
California
$110K
HNW
2645
High Note Wealth
Minnesota
$110K
WT
2646
WHI Trust
Illinois
$108K
GG
2647
Gleason Group
Kentucky
$107K
MCI
2648
MRP Capital Investments
Georgia
$106K
PFO
2649
Pioneer Family Office
Florida
$106K
EP
2650
Elkhorn Partners
Nebraska
$106K