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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
SC
2776
Swan Capital
Florida
$15.6K
BFS
2777
Bare Financial Services
Pennsylvania
$15.4K
GCM
2778
Gunpowder Capital Management
Maryland
$15.1K
ETS
2779
ESL Trust Services
New York
$15.1K
TAR
2780
Trask Adam Roland
$15.1K
DPW
2781
DiNuzzo Private Wealth
Pennsylvania
$14.8K
KCM
2782
Key Capital Management
Tennessee
$13.6K
CWA
2783
Carolina Wealth Advisors
South Carolina
$13.3K
HCM
2784
Horrell Capital Management
Arkansas
$13.3K
SHIM
2785
Stone House Investment Management
Pennsylvania
$13.1K
VWA
2786
Valued Wealth Advisors
Utah
$12.8K
EWP
2787
Elevation Wealth Partners
California
$12.4K
MNA
2788
Manning & Napier Advisors
New York
$12.2K
TM
2789
Torren Management
California
$11.5K
IW
2790
Imprint Wealth
South Carolina
$10.6K
GIM
2791
Gold Investment Management
Alberta, Canada
$9.98K
RTL
2792
Red Tortoise LLC
Georgia
$9.68K
HWM
2793
HighMark Wealth Management
Minnesota
$9.62K
CJ
2794
Caitlin John
Michigan
$9.56K
NA
2795
Networth Advisors
Pennsylvania
$9.07K
TFGT
2796
TS Financial Group (TSFG)
Illinois
$9K
KSB
2797
Kennebec Savings Bank
Maine
$8.77K
PG
2798
Proffitt & Goodson
Tennessee
$8.47K
HHGA
2799
Halbert Hargrove Global Advisors
California
$8.47K
LFA
2800
LGT Financial Advisors
Texas
$8.17K