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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
EPIMS
2801
Evelyn Partners Investment Management Services
$16.6K
EP
2802
Essential Partners
California
$16.3K
PSFG
2803
Park Square Financial Group
Georgia
$16.3K
MWA
2804
Merkkuri Wealth Advisors
New York
$15.7K
SC
2805
Swan Capital
Florida
$15.6K
BFS
2806
Bare Financial Services
Pennsylvania
$15.4K
GCM
2807
Gunpowder Capital Management
Maryland
$15.1K
ETS
2808
ESL Trust Services
New York
$15.1K
TAR
2809
Trask Adam Roland
$15.1K
DPW
2810
DiNuzzo Private Wealth
Pennsylvania
$14.8K
KCM
2811
Key Capital Management
Tennessee
$13.6K
CWA
2812
Carolina Wealth Advisors
South Carolina
$13.3K
HCM
2813
Horrell Capital Management
Arkansas
$13.3K
SHIM
2814
Stone House Investment Management
Pennsylvania
$13.1K
VWA
2815
Valued Wealth Advisors
Utah
$12.8K
EWP
2816
Elevation Wealth Partners
California
$12.4K
MNA
2817
Manning & Napier Advisors
New York
$12.2K
TM
2818
Torren Management
California
$11.5K
IW
2819
Imprint Wealth
South Carolina
$10.6K
GIM
2820
Gold Investment Management
Alberta, Canada
$9.98K
RTL
2821
Red Tortoise LLC
Georgia
$9.68K
HWM
2822
HighMark Wealth Management
Minnesota
$9.62K
CJ
2823
Caitlin John
Michigan
$9.56K
NA
2824
Networth Advisors
Pennsylvania
$9.07K
TFGT
2825
TS Financial Group (TSFG)
Illinois
$9K