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American Express

2,883 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, 1,217 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
2,883
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
NIM
2751
Nexus Investment Management
Ontario, Canada
$37.8K
PP
2752
Paladin Partners
Wisconsin
$37.8K
PWM
2753
Peterson Wealth Management
Nevada
$37.6K
AF
2754
Abound Financial
California
$37K
IRAG
2755
Investment Research & Advisory Group
Georgia
$36.6K
SC
2756
Solstein Capital
California
$36.6K
ACA
2757
American Capital Advisory
Idaho
$36.2K
WAG
2758
Wilkerson Advisory Group
Missouri
$35.4K
DWM
2759
Dogwood Wealth Management
Kansas
$34.8K
EF
2760
Entrust Financial
Pennsylvania
$33.6K
EA
2761
Evergreen Advisors
Tennessee
$32.9K
EWM
2762
Evolution Wealth Management
Florida
$32.1K
WA
2763
Whipplewood Advisors
Colorado
$32.1K
CWM
2764
Cranbrook Wealth Management
Michigan
$31.8K
SR
2765
Swiss Re
Switzerland
$31.8K
GFL
2766
Granite FO LLC
New Hampshire
$31.5K
AT
2767
Avalon Trust
New Mexico
$30.2K
RJA
2768
Ross\Johnson & Associates
Minnesota
$30.2K
WA
2769
Walsh & Associates
Florida
$30.2K
FFA
2770
Frazier Financial Advisors
Ohio
$30.2K
TWD
2771
True Wealth Design
Ohio
$29.8K
Loomis, Sayles & Company
2772
Loomis, Sayles & Company
Massachusetts
$29.3K
JGCM
2773
Joseph Group Capital Management
Ohio
$29.3K
MAM
2774
Meeder Asset Management
Ohio
$27.2K
YP
2775
YANKCOM Partnership
South Dakota
$26.6K