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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
PS
2826
PayPay Securities
Japan
$3.58K
NWM
2827
Nova Wealth Management
Florida
$3.54K
PIS
2828
POM Investment Strategies
North Carolina
$3.33K
CIAS
2829
CBIZ Investment Advisory Services
Ohio
$3.33K
HIA
2830
HFM Investment Advisors
New Jersey
$3.33K
SFS
2831
Sunrise Financial Services
Washington
$3.33K
DI
2832
DAGCO Inc
Ohio
$3.33K
WAS
2833
Winch Advisory Services
Wisconsin
$3.16K
YAL
2834
Your Advocates Ltd
Texas
$3.1K
TCM
2835
TD Capital Management
Tennessee
$3.04K
JSAM
2836
J. Safra Asset Management
New York
$3.02K
GWM
2837
Gilpin Wealth Management
Colorado
$2.72K
LA
2838
LM Advisors
California
$2.43K
SA
2839
Seneschal Advisors
Washington
$2.12K
NF
2840
Napier Financial
Massachusetts
$2.12K
BIM
2841
Breakwater Investment Management
Washington
$1.81K
SIM
2842
Synergy Investment Management
Florida
$1.81K
CWM
2843
Copia Wealth Management
Oregon
$1.51K
HC
2844
Hara Capital
Washington
$1.51K
P
2845
Palladiem
Pennsylvania
$1.25K
RWS
2846
Retirement Wealth Solutions
Wisconsin
$1.21K
PEAK6
2847
PEAK6
Illinois
$698
Parallax Volatility Advisers
2848
Parallax Volatility Advisers
California
$605
NWS
2849
Nvest Wealth Strategies
Ohio
$605
BWM
2850
Benson Wealth Management
Tennessee
$605