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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
MCA
2701
McGuire Capital Advisors
Oklahoma
$73.1K
FA
2702
Fountainhead AM
New Jersey
$72.5K
FP
2703
Financial Perspectives
Minnesota
$70.1K
WCM
2704
Winthrop Capital Management
Indiana
$70K
JFA
2705
JNBA Financial Advisors
Minnesota
$69.9K
HHCP
2706
Hilton Head Capital Partners
South Carolina
$68.4K
FPF
2707
First Pacific Financial
Washington
$67.9K
RA
2708
Rational Advisors
New York
$67.8K
S
2709
Sachetta
Massachusetts
$66.7K
FG
2710
Fairman Group
Pennsylvania
$66.5K
OAJ
2711
Ogorek Anthony Joseph
New York
$64K
PP
2712
PFS Partners
New Jersey
$63.9K
WA
2713
WPG Advisers
Maryland
$63.5K
JGIA
2714
Jackson Grant Investment Advisers
Connecticut
$61.4K
CWIG
2715
Chung Wu Investment Group
Texas
$60.8K
CCC
2716
Chelsea Counsel Company
California
$60.5K
NRWA
2717
North Ridge Wealth Advisors
Oregon
$60.5K
SA
2718
SRH Advisors
Kansas
$60.5K
PB
2719
Pinnacle Bancorp
Nebraska
$60.2K
RWM
2720
Rialto Wealth Management
New York
$60.2K
NWMP
2721
Noble Wealth Management PBC
Colorado
$57.6K
WOSD
2722
WFA of San Diego
California
$57.5K
IWMWV
2723
Ironwood Wealth Management (West Virginia)
West Virginia
$57.2K
C
2724
Covestor
United Kingdom
$57K
KG
2725
Kilter Group
New York
$56.6K