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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
WCM
2676
Winthrop Capital Management
Indiana
$70K
JFA
2677
JNBA Financial Advisors
Minnesota
$69.9K
HHCP
2678
Hilton Head Capital Partners
South Carolina
$68.4K
FPF
2679
First Pacific Financial
Washington
$67.9K
RA
2680
Rational Advisors
New York
$67.8K
S
2681
Sachetta
Massachusetts
$66.7K
FG
2682
Fairman Group
Pennsylvania
$66.5K
OAJ
2683
Ogorek Anthony Joseph
New York
$64K
PP
2684
PFS Partners
New Jersey
$63.9K
WA
2685
WPG Advisers
Maryland
$63.5K
JGIA
2686
Jackson Grant Investment Advisers
Connecticut
$61.4K
CWIG
2687
Chung Wu Investment Group
Texas
$60.8K
SA
2688
SRH Advisors
Kansas
$60.5K
NRWA
2689
North Ridge Wealth Advisors
Oregon
$60.5K
PB
2690
Pinnacle Bancorp
Nebraska
$60.2K
RWM
2691
Rialto Wealth Management
New York
$60.2K
NWMP
2692
Noble Wealth Management PBC
Colorado
$57.6K
WOSD
2693
WFA of San Diego
California
$57.5K
IWMWV
2694
Ironwood Wealth Management (West Virginia)
West Virginia
$57.2K
C
2695
Covestor
United Kingdom
$57K
KG
2696
Kilter Group
New York
$56.6K
FFO
2697
Fortitude Family Office
Arizona
$55.7K
DF
2698
Dunhill Financial
United Kingdom
$55.4K
FMP
2699
Financial Management Professionals
Texas
$53.8K
1NWS
2700
1 North Wealth Services
Maryland
$53.8K