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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
PIP
2776
Philadelphia Investment Partners
New Jersey
$22.5K
SIC
2777
SJS Investment Consulting
Ohio
$22.4K
AIC
2778
Archer Investment Corporation
Indiana
$21.9K
SFAM
2779
Sawyer Falduto Asset Management
Illinois
$21.2K
PP
2780
Pacifica Partners
Canada
$20.6K
LAS
2781
Lloyd Advisory Services
Georgia
$20K
KFG
2782
Kingdom Financial Group
Arizona
$20K
AP
2783
Aspect Partners
Virginia
$19.7K
T2I
2784
Turim 21 Investimentos
Brazil
$19.1K
AF
2785
Align Financial
Minnesota
$18.1K
CFM
2786
Cornerstone Financial Management
Massachusetts
$18.1K
CMA
2787
Cedar Mountain Advisors
Oregon
$18.1K
GFA
2788
Godfrey Financial Associates
New York
$17.5K
RL
2789
Rogco LP
Oklahoma
$16.9K
EPIMS
2790
Evelyn Partners Investment Management Services
$16.6K
EP
2791
Essential Partners
California
$16.3K
PSFG
2792
Park Square Financial Group
Georgia
$16.3K
MWA
2793
Merkkuri Wealth Advisors
New York
$15.7K
SC
2794
Swan Capital
Florida
$15.6K
BFS
2795
Bare Financial Services
Pennsylvania
$15.4K
GCM
2796
Gunpowder Capital Management
Maryland
$15.1K
ETS
2797
ESL Trust Services
New York
$15.1K
TAR
2798
Trask Adam Roland
$15.1K
DPW
2799
DiNuzzo Private Wealth
Pennsylvania
$14.8K
KCM
2800
Key Capital Management
Tennessee
$13.6K