AXP icon

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
APW
2676
Atlantic Private Wealth
North Carolina
$91K
PF
2677
PlanVest Financial
Maryland
$90.7K
PWMG
2678
Private Wealth Management Group
New Jersey
$88.9K
GK
2679
Graney & King
New York
$88.8K
BCM
2680
Boreal Capital Management
Florida
$86.5K
GWSA
2681
Global Wealth Strategies & Associates
Colorado
$86.5K
EPAM
2682
Evelyn Partners Asset Management
$83.2K
GWS
2683
Greykasell Wealth Strategies
California
$81.7K
Q1WB
2684
Quest 10 Wealth Builders
Virginia
$81.1K
WAG
2685
Wiser Advisor Group
Arizona
$80.5K
AWM
2686
Abound Wealth Management
Tennessee
$79K
GEA
2687
Glen Eagle Advisors
New Jersey
$77.3K
TC
2688
Tacita Capital
Ontario, Canada
$75.6K
FCMT
2689
Founders Capital Management (Texas)
Texas
$75.6K
MCA
2690
McGuire Capital Advisors
Oklahoma
$73.1K
FA
2691
Fountainhead AM
New Jersey
$72.5K
FP
2692
Financial Perspectives
Minnesota
$70.1K
WCM
2693
Winthrop Capital Management
Indiana
$70K
JFA
2694
JNBA Financial Advisors
Minnesota
$69.9K
HHCP
2695
Hilton Head Capital Partners
South Carolina
$68.4K
FPF
2696
First Pacific Financial
Washington
$67.9K
RA
2697
Rational Advisors
New York
$67.8K
S
2698
Sachetta
Massachusetts
$66.7K
FG
2699
Fairman Group
Pennsylvania
$66.5K
OAJ
2700
Ogorek Anthony Joseph
New York
$64K