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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
LIA
2826
Luken Investment Analytics
Tennessee
$6.66K
HAP
2827
Harbor Asset Planning
Massachusetts
$6.66K
MSFP
2828
Mark Sheptoff Financial Planning
Connecticut
$6.63K
MAS
2829
MPWM Advisory Solutions
Georgia
$6.35K
DCM
2830
Davis Capital Management
Florida
$6.05K
IA
2831
IFS Advisors
Kansas
$6.05K
CC
2832
Corsicana & Co
Texas
$5.65K
WA
2833
WestEnd Advisors
North Carolina
$5.45K
MPW
2834
MASECO Private Wealth
$5.16K
IWS
2835
Intentional Wealth Strategies
Colorado
$5.14K
RPA
2836
Redwood Park Advisors
California
$4.87K
BW
2837
Bravera Wealth
North Dakota
$4.84K
QWM
2838
Quaker Wealth Management
New Jersey
$4.54K
DWS
2839
Dynamic Wealth Strategies
California
$4.54K
BMC
2840
Bear Mountain Capital
Washington
$3.82K
IPS
2841
Investors Portfolio Services
Washington
$3.65K
IWP
2842
IAG Wealth Partners
Wisconsin
$3.63K
BA
2843
Bard Associates
Illinois
$3.63K
PS
2844
PayPay Securities
Japan
$3.58K
NWM
2845
Nova Wealth Management
Florida
$3.54K
PIS
2846
POM Investment Strategies
North Carolina
$3.33K
CIAS
2847
CBIZ Investment Advisory Services
Ohio
$3.33K
HIA
2848
HFM Investment Advisors
New Jersey
$3.33K
SFS
2849
Sunrise Financial Services
Washington
$3.33K
DI
2850
DAGCO Inc
Ohio
$3.33K