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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
MCI
2676
MRP Capital Investments
Georgia
$106K
PFO
2677
Pioneer Family Office
Florida
$106K
EP
2678
Elkhorn Partners
Nebraska
$106K
SMBT
2679
Southern Michigan Bank & Trust
Michigan
$103K
BH
2680
Burk Holdings
Oklahoma
$101K
LHEI
2681
Leo H. Evart Inc
California
$96.2K
CBT
2682
Crews Bank & Trust
Florida
$94.4K
VWM
2683
Vermillion Wealth Management
Minnesota
$92.8K
DWP
2684
Destiny Wealth Partners
Florida
$92.6K
OPTFSNA
2685
Old Point Trust & Financial Services N A
Virginia
$91.3K
APW
2686
Atlantic Private Wealth
North Carolina
$91K
PF
2687
PlanVest Financial
Maryland
$90.7K
PWMG
2688
Private Wealth Management Group
New Jersey
$88.9K
GK
2689
Graney & King
New York
$88.8K
BCM
2690
Boreal Capital Management
Florida
$86.5K
GWSA
2691
Global Wealth Strategies & Associates
Colorado
$86.5K
EPAM
2692
Evelyn Partners Asset Management
$83.2K
GWS
2693
Greykasell Wealth Strategies
California
$81.7K
Q1WB
2694
Quest 10 Wealth Builders
Virginia
$81.1K
WAG
2695
Wiser Advisor Group
Arizona
$80.5K
AWM
2696
Abound Wealth Management
Tennessee
$79K
GEA
2697
Glen Eagle Advisors
New Jersey
$77.3K
FCMT
2698
Founders Capital Management (Texas)
Texas
$75.6K
TC
2699
Tacita Capital
Ontario, Canada
$75.6K
MCA
2700
McGuire Capital Advisors
Oklahoma
$73.1K