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American Express

2,883 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, 1,217 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
2,883
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
WSFG
2626
Wall Street Financial Group
Illinois
$163K
FWA
2627
Flagship Wealth Advisors
Massachusetts
$163K
WPA
2628
Wealth Preservation Advisors
Tennessee
$162K
SWIM
2629
Smallwood Wealth Investment Management
New Jersey
$162K
VWA
2630
VSM Wealth Advisory
Maryland
$161K
AG
2631
AmeriFlex Group
Nevada
$161K
RDFA
2632
Ritter Daniher Financial Advisory
Ohio
$161K
MWM
2633
Mascoma Wealth Management
New Hampshire
$161K
WBWA
2634
William B. Walkup & Associates
South Carolina
$152K
IWM
2635
IMG Wealth Management
Florida
$152K
CCMI
2636
Creative Capital Management Investments
California
$152K
CAIM
2637
Catherine Avery Investment Management
Florida
$151K
Cohen & Steers
2638
Cohen & Steers
New York
$151K
JWM
2639
JPL Wealth Management
Colorado
$149K
VR
2640
Vision Retirement
New Jersey
$148K
CCA
2641
Catalyst Capital Advisors
New York
$144K
CVM
2642
Cheviot Value Management
California
$144K
FCT
2643
First Community Trust
Iowa
$144K
AFC
2644
Ares Financial Consulting
California
$142K
SG
2645
Sankala Group
Colorado
$142K
SNB
2646
Security National Bank
Nebraska
$140K
PJC
2647
Phillip James Consulting
Minnesota
$140K
AI
2648
AXS Investments
New York
$138K
FMB
2649
Field & Main Bank
Kentucky
$137K
RFS
2650
Richardson Financial Services
Massachusetts
$134K