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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
IRAG
2726
Investment Research & Advisory Group
Georgia
$36.6K
SC
2727
Solstein Capital
California
$36.6K
ACA
2728
American Capital Advisory
Idaho
$36.2K
WAG
2729
Wilkerson Advisory Group
Missouri
$35.4K
DWM
2730
Dogwood Wealth Management
Kansas
$34.8K
EF
2731
Entrust Financial
Pennsylvania
$33.6K
EA
2732
Evergreen Advisors
Tennessee
$32.9K
EWM
2733
Evolution Wealth Management
Florida
$32.1K
WA
2734
Whipplewood Advisors
Colorado
$32.1K
CWM
2735
Cranbrook Wealth Management
Michigan
$31.8K
SR
2736
Swiss Re
Switzerland
$31.8K
GFL
2737
Granite FO LLC
New Hampshire
$31.5K
AT
2738
Avalon Trust
New Mexico
$30.2K
RJA
2739
Ross\Johnson & Associates
Minnesota
$30.2K
WA
2740
Walsh & Associates
Florida
$30.2K
FFA
2741
Frazier Financial Advisors
Ohio
$30.2K
TWD
2742
True Wealth Design
Ohio
$29.8K
Loomis, Sayles & Company
2743
Loomis, Sayles & Company
Massachusetts
$29.3K
JGCM
2744
Joseph Group Capital Management
Ohio
$29.3K
MAM
2745
Meeder Asset Management
Ohio
$27.2K
YP
2746
YANKCOM Partnership
South Dakota
$26.6K
OA
2747
Operose Advisors
Wisconsin
$26.6K
EFMH
2748
E Fund Management (HK)
Hong Kong
$25.7K
HFS
2749
Horizon Financial Services
North Carolina
$25.4K
MWPCG
2750
Measured Wealth Private Client Group
New Hampshire
$25.1K