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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
AF
2801
Aviso Financial
Ontario, Canada
$8.17K
MB
2802
MidFirst Bank
Oklahoma
$7.56K
FUBT
2803
First United Bank & Trust
Maryland
$7.56K
IFS
2804
Intelligent Financial Strategies
Minnesota
$7.56K
MAM
2805
Marquette Asset Management
Minnesota
$7.26K
CM
2806
Caption Management
Oklahoma
$7.26K
AP
2807
Atwood & Palmer
Missouri
$6.96K
LIA
2808
Luken Investment Analytics
Tennessee
$6.66K
HAP
2809
Harbor Asset Planning
Massachusetts
$6.66K
MSFP
2810
Mark Sheptoff Financial Planning
Connecticut
$6.63K
MAS
2811
MPWM Advisory Solutions
Georgia
$6.35K
DCM
2812
Davis Capital Management
Florida
$6.05K
IA
2813
IFS Advisors
Kansas
$6.05K
CC
2814
Corsicana & Co
Texas
$5.65K
WA
2815
WestEnd Advisors
North Carolina
$5.45K
MPW
2816
MASECO Private Wealth
$5.16K
IWS
2817
Intentional Wealth Strategies
Colorado
$5.14K
RPA
2818
Redwood Park Advisors
California
$4.87K
BW
2819
Bravera Wealth
North Dakota
$4.84K
QWM
2820
Quaker Wealth Management
New Jersey
$4.54K
DWS
2821
Dynamic Wealth Strategies
California
$4.54K
BMC
2822
Bear Mountain Capital
Washington
$3.82K
IPS
2823
Investors Portfolio Services
Washington
$3.65K
IWP
2824
IAG Wealth Partners
Wisconsin
$3.63K
BA
2825
Bard Associates
Illinois
$3.63K