We are live on ! Find out more
AXP icon

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
RFS
2651
Richardson Financial Services
Massachusetts
$134K
FFL
2652
Financial Freedom LLC
Ohio
$133K
SA
2653
Strategic Advocates
Utah
$131K
MMCM
2654
Murphy & Mullick Capital Management
New York
$130K
BHWM
2655
Bay Harbor Wealth Management
Maryland
$129K
BHWM
2656
Beaird Harris Wealth Management
Texas
$129K
KFA
2657
Kelleher Financial Advisors
New York
$128K
TLFA
2658
True Link Financial Advisors
California
$128K
FC
2659
Fairscale Capital
New Hampshire
$127K
BGAI
2660
Bruce G. Allen Investments
Colorado
$126K
B
2661
Birchbrook
Maine
$124K
JAM
2662
JCIC Asset Management
Ontario, Canada
$124K
GKIM
2663
GW&K Investment Management
Massachusetts
$122K
BIA
2664
Bell Investment Advisors
California
$121K
ACA
2665
Atlas Capital Advisors
Wyoming
$115K
RF
2666
Rossby Financial
Florida
$113K
AEPWM
2667
Atlantic Edge Private Wealth Management
Florida
$113K
KFP
2668
Kerr Financial Planning
California
$113K
BWM
2669
Bernard Wealth Management
Michigan
$111K
PCFFS
2670
Pacific Center for Financial Services
California
$110K
GCM
2671
Gables Capital Management
Florida
$110K
RS
2672
Rakuten Securities
Japan
$110K
HCM
2673
Hollencrest Capital Management
California
$110K
HNW
2674
High Note Wealth
Minnesota
$110K
WT
2675
WHI Trust
Illinois
$108K