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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
WAS
2851
Winch Advisory Services
Wisconsin
$3.16K
YAL
2852
Your Advocates Ltd
Texas
$3.1K
TCM
2853
TD Capital Management
Tennessee
$3.04K
JSAM
2854
J. Safra Asset Management
New York
$3.02K
GWM
2855
Gilpin Wealth Management
Colorado
$2.72K
LA
2856
LM Advisors
California
$2.43K
SA
2857
Seneschal Advisors
Washington
$2.12K
NF
2858
Napier Financial
Massachusetts
$2.12K
BIM
2859
Breakwater Investment Management
Washington
$1.81K
SIM
2860
Synergy Investment Management
Florida
$1.81K
CWM
2861
Copia Wealth Management
Oregon
$1.51K
HC
2862
Hara Capital
Washington
$1.51K
P
2863
Palladiem
Pennsylvania
$1.25K
RWS
2864
Retirement Wealth Solutions
Wisconsin
$1.21K
PEAK6
2865
PEAK6
Illinois
$698
Parallax Volatility Advisers
2866
Parallax Volatility Advisers
California
$605
NWS
2867
Nvest Wealth Strategies
Ohio
$605
BWM
2868
Benson Wealth Management
Tennessee
$605
NL
2869
NorthAvenue LLC
Ohio
$605
3FI
2870
3 Factor Indexing
California
$605
CW
2871
Curio Wealth
Maryland
$605
CFP
2872
Comprehensive Financial Planning
Pennsylvania
$306
Norges Bank
2873
Norges Bank
Norway
FAF
2874
Första AP-fonden
Sweden
Lord, Abbett & Co
2875
Lord, Abbett & Co
New Jersey