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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
PP
2701
PFS Partners
New Jersey
$63.9K
WA
2702
WPG Advisers
Maryland
$63.5K
JGIA
2703
Jackson Grant Investment Advisers
Connecticut
$61.4K
CWIG
2704
Chung Wu Investment Group
Texas
$60.8K
CCC
2705
Chelsea Counsel Company
California
$60.5K
SA
2706
SRH Advisors
Kansas
$60.5K
NRWA
2707
North Ridge Wealth Advisors
Oregon
$60.5K
PB
2708
Pinnacle Bancorp
Nebraska
$60.2K
RWM
2709
Rialto Wealth Management
New York
$60.2K
NWMP
2710
Noble Wealth Management PBC
Colorado
$57.6K
WOSD
2711
WFA of San Diego
California
$57.5K
IWMWV
2712
Ironwood Wealth Management (West Virginia)
West Virginia
$57.2K
C
2713
Covestor
United Kingdom
$57K
KG
2714
Kilter Group
New York
$56.6K
FFO
2715
Fortitude Family Office
Arizona
$55.7K
DF
2716
Dunhill Financial
United Kingdom
$55.4K
FMP
2717
Financial Management Professionals
Texas
$53.8K
1NWS
2718
1 North Wealth Services
Maryland
$53.8K
FNWA
2719
Financial Network Wealth Advisors
Utah
$51.8K
RTC
2720
Riverview Trust Company
Washington
$51.1K
STB
2721
S&T Bank
Pennsylvania
$49.3K
TCM
2722
Tradewinds Capital Management
Washington
$47.8K
1CP
2723
1015 Capital Partners
Pennsylvania
$47.5K
MFP
2724
Meramec Financial Planners
Missouri
$46.9K
SA
2725
Scarborough Advisors
Maryland
$46.7K