We are live on ! Find out more
AXP icon

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
SVWA
2751
Sarver Vrooman Wealth Advisors
Missouri
$38.1K
NIM
2752
Nexus Investment Management
Ontario, Canada
$37.8K
PP
2753
Paladin Partners
Wisconsin
$37.8K
PWM
2754
Peterson Wealth Management
Nevada
$37.6K
AF
2755
Abound Financial
California
$37K
IRAG
2756
Investment Research & Advisory Group
Georgia
$36.6K
SC
2757
Solstein Capital
California
$36.6K
ACA
2758
American Capital Advisory
Idaho
$36.2K
WAG
2759
Wilkerson Advisory Group
Missouri
$35.4K
DWM
2760
Dogwood Wealth Management
Kansas
$34.8K
EF
2761
Entrust Financial
Pennsylvania
$33.6K
EA
2762
Evergreen Advisors
Tennessee
$32.9K
EWM
2763
Evolution Wealth Management
Florida
$32.1K
WA
2764
Whipplewood Advisors
Colorado
$32.1K
CWM
2765
Cranbrook Wealth Management
Michigan
$31.8K
SR
2766
Swiss Re
Switzerland
$31.8K
GFL
2767
Granite FO LLC
New Hampshire
$31.5K
AT
2768
Avalon Trust
New Mexico
$30.2K
RJA
2769
Ross\Johnson & Associates
Minnesota
$30.2K
WA
2770
Walsh & Associates
Florida
$30.2K
FFA
2771
Frazier Financial Advisors
Ohio
$30.2K
TWD
2772
True Wealth Design
Ohio
$29.8K
Loomis, Sayles & Company
2773
Loomis, Sayles & Company
Massachusetts
$29.3K
JGCM
2774
Joseph Group Capital Management
Ohio
$29.3K
MAM
2775
Meeder Asset Management
Ohio
$27.2K