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American Express

2,884 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, 1,218 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
2,884
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
TFGT
2826
TS Financial Group (TSFG)
Illinois
$9K
KSB
2827
Kennebec Savings Bank
Maine
$8.77K
HHGA
2828
Halbert Hargrove Global Advisors
California
$8.47K
PG
2829
Proffitt & Goodson
Tennessee
$8.47K
LFA
2830
LGT Financial Advisors
Texas
$8.17K
AF
2831
Aviso Financial
Ontario, Canada
$8.17K
MB
2832
MidFirst Bank
Oklahoma
$7.56K
FUBT
2833
First United Bank & Trust
Maryland
$7.56K
IFS
2834
Intelligent Financial Strategies
Minnesota
$7.56K
MAM
2835
Marquette Asset Management
Minnesota
$7.26K
CM
2836
Caption Management
Oklahoma
$7.26K
AP
2837
Atwood & Palmer
Missouri
$6.96K
LIA
2838
Luken Investment Analytics
Tennessee
$6.66K
HAP
2839
Harbor Asset Planning
Massachusetts
$6.66K
MSFP
2840
Mark Sheptoff Financial Planning
Connecticut
$6.63K
MAS
2841
MPWM Advisory Solutions
Georgia
$6.35K
DCM
2842
Davis Capital Management
Florida
$6.05K
IA
2843
IFS Advisors
Kansas
$6.05K
CC
2844
Corsicana & Co
Texas
$5.65K
WA
2845
WestEnd Advisors
North Carolina
$5.45K
MPW
2846
MASECO Private Wealth
$5.16K
IWS
2847
Intentional Wealth Strategies
Colorado
$5.14K
RPA
2848
Redwood Park Advisors
California
$4.87K
BW
2849
Bravera Wealth
North Dakota
$4.84K
QWM
2850
Quaker Wealth Management
New Jersey
$4.54K