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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
DWS
2851
Dynamic Wealth Strategies
California
$4.54K
TBFA
2852
Three Bearings Fiduciary Advisors
New Hampshire
$4.24K
BMC
2853
Bear Mountain Capital
Washington
$3.82K
IPS
2854
Investors Portfolio Services
Washington
$3.65K
BA
2855
Bard Associates
Illinois
$3.63K
IWP
2856
IAG Wealth Partners
Wisconsin
$3.63K
PS
2857
PayPay Securities
Japan
$3.58K
NWM
2858
Nova Wealth Management
Florida
$3.54K
PIS
2859
POM Investment Strategies
North Carolina
$3.33K
CIAS
2860
CBIZ Investment Advisory Services
Ohio
$3.33K
HIA
2861
HFM Investment Advisors
New Jersey
$3.33K
DI
2862
DAGCO Inc
Ohio
$3.33K
SFS
2863
Sunrise Financial Services
Washington
$3.33K
WAS
2864
Winch Advisory Services
Wisconsin
$3.16K
YAL
2865
Your Advocates Ltd
Texas
$3.1K
TCM
2866
TD Capital Management
Tennessee
$3.04K
JSAM
2867
J. Safra Asset Management
New York
$3.02K
GWM
2868
Gilpin Wealth Management
Colorado
$2.72K
LA
2869
LM Advisors
California
$2.43K
SA
2870
Seneschal Advisors
Washington
$2.12K
NF
2871
Napier Financial
Massachusetts
$2.12K
BIM
2872
Breakwater Investment Management
Washington
$1.81K
SIM
2873
Synergy Investment Management
Florida
$1.81K
CWM
2874
Copia Wealth Management
Oregon
$1.51K
HC
2875
Hara Capital
Washington
$1.51K