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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
SMBT
2651
Southern Michigan Bank & Trust
Michigan
$103K
BH
2652
Burk Holdings
Oklahoma
$101K
LHEI
2653
Leo H. Evart Inc
California
$96.2K
CBT
2654
Crews Bank & Trust
Florida
$94.4K
VWM
2655
Vermillion Wealth Management
Minnesota
$92.8K
DWP
2656
Destiny Wealth Partners
Florida
$92.6K
OPTFSNA
2657
Old Point Trust & Financial Services N A
Virginia
$91.3K
APW
2658
Atlantic Private Wealth
North Carolina
$91K
PF
2659
PlanVest Financial
Maryland
$90.7K
PWMG
2660
Private Wealth Management Group
New Jersey
$88.9K
GK
2661
Graney & King
New York
$88.8K
BCM
2662
Boreal Capital Management
Florida
$86.5K
GWSA
2663
Global Wealth Strategies & Associates
Colorado
$86.5K
EPAM
2664
Evelyn Partners Asset Management
$83.2K
GWS
2665
Greykasell Wealth Strategies
California
$81.7K
Q1WB
2666
Quest 10 Wealth Builders
Virginia
$81.1K
WAG
2667
Wiser Advisor Group
Arizona
$80.5K
AWM
2668
Abound Wealth Management
Tennessee
$79K
GEA
2669
Glen Eagle Advisors
New Jersey
$77.3K
FCMT
2670
Founders Capital Management (Texas)
Texas
$75.6K
TC
2671
Tacita Capital
Ontario, Canada
$75.6K
CCC
2672
Chelsea Counsel Company
California
$74K
MCA
2673
McGuire Capital Advisors
Oklahoma
$73.1K
FA
2674
Fountainhead AM
New Jersey
$72.5K
FP
2675
Financial Perspectives
Minnesota
$70.1K