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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
EWM
2751
Evolution Wealth Management
Florida
$32.1K
WA
2752
Whipplewood Advisors
Colorado
$32.1K
CWM
2753
Cranbrook Wealth Management
Michigan
$31.8K
SR
2754
Swiss Re
Switzerland
$31.8K
GFL
2755
Granite FO LLC
New Hampshire
$31.5K
AT
2756
Avalon Trust
New Mexico
$30.2K
WA
2757
Walsh & Associates
Florida
$30.2K
RJA
2758
Ross\Johnson & Associates
Minnesota
$30.2K
FFA
2759
Frazier Financial Advisors
Ohio
$30.2K
TWD
2760
True Wealth Design
Ohio
$29.8K
Loomis, Sayles & Company
2761
Loomis, Sayles & Company
Massachusetts
$29.3K
JGCM
2762
Joseph Group Capital Management
Ohio
$29.3K
MAM
2763
Meeder Asset Management
Ohio
$27.2K
YP
2764
YANKCOM Partnership
South Dakota
$26.6K
OA
2765
Operose Advisors
Wisconsin
$26.6K
EFMH
2766
E Fund Management (HK)
Hong Kong
$25.7K
HFS
2767
Horizon Financial Services
North Carolina
$25.4K
MWPCG
2768
Measured Wealth Private Client Group
New Hampshire
$25.1K
AIM
2769
Access Investment Management
Georgia
$24.8K
DFA
2770
DHJJ Financial Advisors
Illinois
$24.8K
HC
2771
Hoese & Co
Minnesota
$24.2K
ECM
2772
Estabrook Capital Management
New York
$23.3K
MWM
2773
Mosley Wealth Management
California
$23.3K
VWM
2774
Valley Wealth Managers
New Jersey
$23K
GCP
2775
Gill Capital Partners
Colorado
$22.7K