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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
TWM
2726
TopTier Wealth Management
Wisconsin
$46.6K
GA
2727
GoalVest Advisory
New York
$46.3K
KAS
2728
Kemnay Advisory Services
New York
$44.2K
HPWM
2729
High Point Wealth Management
New Jersey
$43.8K
RF
2730
Roxbury Financial
New Jersey
$43.5K
AIA
2731
Aventus Investment Advisors
Florida
$40.5K
BFP
2732
Birchwood Financial Partners
Minnesota
$40.4K
FCG
2733
Financial Connections Group
California
$40K
HFS
2734
Hughes Financial Services
Virginia
$39.8K
TSMHT
2735
Thurston Springer Miller Herd & Titak
Indiana
$39.6K
FLP
2736
Financial Life Planners
Arizona
$39.5K
MSG
2737
Main Street Group
Virginia
$39.4K
CH
2738
Canton Hathaway
Rhode Island
$39.3K
MWM
2739
Magnolia Wealth Management
Alabama
$39K
SVWA
2740
Sarver Vrooman Wealth Advisors
Missouri
$38.1K
NIM
2741
Nexus Investment Management
Ontario, Canada
$37.8K
PWM
2742
Peterson Wealth Management
Nevada
$37.6K
AF
2743
Abound Financial
California
$37K
IRAG
2744
Investment Research & Advisory Group
Georgia
$36.6K
SC
2745
Solstein Capital
California
$36.6K
ACA
2746
American Capital Advisory
Idaho
$36.2K
WAG
2747
Wilkerson Advisory Group
Missouri
$35.4K
DWM
2748
Dogwood Wealth Management
Kansas
$34.8K
EF
2749
Entrust Financial
Pennsylvania
$33.6K
EA
2750
Evergreen Advisors
Tennessee
$32.9K