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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
GG
2676
Gleason Group
Kentucky
$107K
MCI
2677
MRP Capital Investments
Georgia
$106K
PFO
2678
Pioneer Family Office
Florida
$106K
EP
2679
Elkhorn Partners
Nebraska
$106K
SMBT
2680
Southern Michigan Bank & Trust
Michigan
$103K
BH
2681
Burk Holdings
Oklahoma
$101K
LHEI
2682
Leo H. Evart Inc
California
$96.2K
CBT
2683
Crews Bank & Trust
Florida
$94.4K
VWM
2684
Vermillion Wealth Management
Minnesota
$92.8K
DWP
2685
Destiny Wealth Partners
Florida
$92.6K
OPTFSNA
2686
Old Point Trust & Financial Services N A
Virginia
$91.3K
APW
2687
Atlantic Private Wealth
North Carolina
$91K
PF
2688
PlanVest Financial
Maryland
$90.7K
PWMG
2689
Private Wealth Management Group
New Jersey
$88.9K
GK
2690
Graney & King
New York
$88.8K
BCM
2691
Boreal Capital Management
Florida
$86.5K
GWSA
2692
Global Wealth Strategies & Associates
Colorado
$86.5K
EPAM
2693
Evelyn Partners Asset Management
$83.2K
GWS
2694
Greykasell Wealth Strategies
California
$81.7K
Q1WB
2695
Quest 10 Wealth Builders
Virginia
$81.1K
WAG
2696
Wiser Advisor Group
Arizona
$80.5K
AWM
2697
Abound Wealth Management
Tennessee
$79K
GEA
2698
Glen Eagle Advisors
New Jersey
$77.3K
FCMT
2699
Founders Capital Management (Texas)
Texas
$75.6K
TC
2700
Tacita Capital
Ontario, Canada
$75.6K