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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
CWA
2801
Carolina Wealth Advisors
South Carolina
$13.3K
HCM
2802
Horrell Capital Management
Arkansas
$13.3K
SHIM
2803
Stone House Investment Management
Pennsylvania
$13.1K
VWA
2804
Valued Wealth Advisors
Utah
$12.8K
EWP
2805
Elevation Wealth Partners
California
$12.4K
MNA
2806
Manning & Napier Advisors
New York
$12.2K
TM
2807
Torren Management
California
$11.5K
IW
2808
Imprint Wealth
South Carolina
$10.6K
GIM
2809
Gold Investment Management
Alberta, Canada
$9.98K
RTL
2810
Red Tortoise LLC
Georgia
$9.68K
HWM
2811
HighMark Wealth Management
Minnesota
$9.62K
CJ
2812
Caitlin John
Michigan
$9.56K
NA
2813
Networth Advisors
Pennsylvania
$9.07K
TFGT
2814
TS Financial Group (TSFG)
Illinois
$9K
KSB
2815
Kennebec Savings Bank
Maine
$8.77K
HHGA
2816
Halbert Hargrove Global Advisors
California
$8.47K
PG
2817
Proffitt & Goodson
Tennessee
$8.47K
LFA
2818
LGT Financial Advisors
Texas
$8.17K
AF
2819
Aviso Financial
Ontario, Canada
$8.17K
MB
2820
MidFirst Bank
Oklahoma
$7.56K
FUBT
2821
First United Bank & Trust
Maryland
$7.56K
IFS
2822
Intelligent Financial Strategies
Minnesota
$7.56K
MAM
2823
Marquette Asset Management
Minnesota
$7.26K
CM
2824
Caption Management
Oklahoma
$7.26K
AP
2825
Atwood & Palmer
Missouri
$6.96K