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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
FFL
2651
Financial Freedom LLC
Ohio
$133K
SA
2652
Strategic Advocates
Utah
$131K
MMCM
2653
Murphy & Mullick Capital Management
New York
$130K
BHWM
2654
Bay Harbor Wealth Management
Maryland
$129K
BHWM
2655
Beaird Harris Wealth Management
Texas
$129K
KFA
2656
Kelleher Financial Advisors
New York
$128K
TLFA
2657
True Link Financial Advisors
California
$128K
FC
2658
Fairscale Capital
New Hampshire
$127K
BGAI
2659
Bruce G. Allen Investments
Colorado
$126K
B
2660
Birchbrook
Maine
$124K
JAM
2661
JCIC Asset Management
Ontario, Canada
$124K
GKIM
2662
GW&K Investment Management
Massachusetts
$122K
BIA
2663
Bell Investment Advisors
California
$121K
ACA
2664
Atlas Capital Advisors
Wyoming
$115K
RF
2665
Rossby Financial
Florida
$113K
AEPWM
2666
Atlantic Edge Private Wealth Management
Florida
$113K
KFP
2667
Kerr Financial Planning
California
$113K
BWM
2668
Bernard Wealth Management
Michigan
$111K
PCFFS
2669
Pacific Center for Financial Services
California
$110K
GCM
2670
Gables Capital Management
Florida
$110K
RS
2671
Rakuten Securities
Japan
$110K
HCM
2672
Hollencrest Capital Management
California
$110K
HNW
2673
High Note Wealth
Minnesota
$110K
WT
2674
WHI Trust
Illinois
$108K
GG
2675
Gleason Group
Kentucky
$107K