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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
DFA
2751
DHJJ Financial Advisors
Illinois
$24.8K
AIM
2752
Access Investment Management
Georgia
$24.8K
HC
2753
Hoese & Co
Minnesota
$24.2K
ECM
2754
Estabrook Capital Management
New York
$23.3K
MWM
2755
Mosley Wealth Management
California
$23.3K
VWM
2756
Valley Wealth Managers
New Jersey
$23K
GCP
2757
Gill Capital Partners
Colorado
$22.7K
PIP
2758
Philadelphia Investment Partners
New Jersey
$22.5K
SIC
2759
SJS Investment Consulting
Ohio
$22.4K
AIC
2760
Archer Investment Corporation
Indiana
$21.9K
SFAM
2761
Sawyer Falduto Asset Management
Illinois
$21.2K
PP
2762
Pacifica Partners
Canada
$20.6K
LAS
2763
Lloyd Advisory Services
Georgia
$20K
KFG
2764
Kingdom Financial Group
Arizona
$20K
AP
2765
Aspect Partners
Virginia
$19.7K
T2I
2766
Turim 21 Investimentos
Brazil
$19.1K
AF
2767
Align Financial
Minnesota
$18.1K
CFM
2768
Cornerstone Financial Management
Massachusetts
$18.1K
CMA
2769
Cedar Mountain Advisors
Oregon
$18.1K
GFA
2770
Godfrey Financial Associates
New York
$17.5K
RL
2771
Rogco LP
Oklahoma
$16.9K
EPIMS
2772
Evelyn Partners Investment Management Services
$16.6K
EPL
2773
Essential Partners LLC
California
$16.3K
PSFG
2774
Park Square Financial Group
Georgia
$16.3K
MWA
2775
Merkkuri Wealth Advisors
New York
$15.7K