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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
FNWA
2701
Financial Network Wealth Advisors
Utah
$51.8K
RTC
2702
Riverview Trust Company
Washington
$51.1K
STB
2703
S&T Bank
Pennsylvania
$49.3K
TCM
2704
Tradewinds Capital Management
Washington
$47.8K
1CP
2705
1015 Capital Partners
Pennsylvania
$47.5K
MFP
2706
Meramec Financial Planners
Missouri
$46.9K
SA
2707
Scarborough Advisors
Maryland
$46.7K
TWM
2708
TopTier Wealth Management
Wisconsin
$46.6K
GA
2709
GoalVest Advisory
New York
$46.3K
KAS
2710
Kemnay Advisory Services
New York
$44.2K
HPWM
2711
High Point Wealth Management
New Jersey
$43.8K
RF
2712
Roxbury Financial
New Jersey
$43.5K
AIA
2713
Aventus Investment Advisors
Florida
$40.5K
BFP
2714
Birchwood Financial Partners
Minnesota
$40.4K
FCG
2715
Financial Connections Group
California
$40K
HFS
2716
Hughes Financial Services
Virginia
$39.8K
TSMHT
2717
Thurston Springer Miller Herd & Titak
Indiana
$39.6K
FLP
2718
Financial Life Planners
Arizona
$39.5K
MSG
2719
Main Street Group
Virginia
$39.4K
CH
2720
Canton Hathaway
Rhode Island
$39.3K
MWM
2721
Magnolia Wealth Management
Alabama
$39K
SVWA
2722
Sarver Vrooman Wealth Advisors
Missouri
$38.1K
NIM
2723
Nexus Investment Management
Ontario, Canada
$37.8K
PWM
2724
Peterson Wealth Management
Nevada
$37.6K
AF
2725
Abound Financial
California
$37K