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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
B
2651
Birchbrook
Maine
$124K
GKIM
2652
GW&K Investment Management
Massachusetts
$122K
BIA
2653
Bell Investment Advisors
California
$121K
ACA
2654
Atlas Capital Advisors
Wyoming
$115K
RF
2655
Rossby Financial
Florida
$113K
AEPWM
2656
Atlantic Edge Private Wealth Management
Florida
$113K
KFP
2657
Kerr Financial Planning
California
$113K
BWM
2658
Bernard Wealth Management
Michigan
$111K
PCFFS
2659
Pacific Center for Financial Services
California
$110K
GCM
2660
Gables Capital Management
Florida
$110K
RS
2661
Rakuten Securities
Japan
$110K
HCM
2662
Hollencrest Capital Management
California
$110K
HNW
2663
High Note Wealth
Minnesota
$110K
WT
2664
WHI Trust
Illinois
$108K
GG
2665
Gleason Group
Kentucky
$107K
MCI
2666
MRP Capital Investments
Georgia
$106K
PFO
2667
Pioneer Family Office
Florida
$106K
EP
2668
Elkhorn Partners
Nebraska
$106K
SMBT
2669
Southern Michigan Bank & Trust
Michigan
$103K
BH
2670
Burk Holdings
Oklahoma
$101K
LHEI
2671
Leo H. Evart Inc
California
$96.2K
CBT
2672
Crews Bank & Trust
Florida
$94.4K
VWM
2673
Vermillion Wealth Management
Minnesota
$92.8K
DWP
2674
Destiny Wealth Partners
Florida
$92.6K
OPTFSNA
2675
Old Point Trust & Financial Services N A
Virginia
$91.3K