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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
BBL
2876
Beck Bode LLC
Massachusetts
CIC
2877
Chase Investment Counsel
Virginia
NG
2878
NWK Group
California
SPG
2879
Strategic Planning Group
Utah
TS
2880
Triglav Skladi
Slovenia
LF
2881
Longbow Finance
Switzerland
RCM
2882
Regency Capital Management
Hawaii
NC
2883
NewSquare Capital
Pennsylvania
TC
2884
TwinBeech Capital
New York
DFCM
2885
Dark Forest Capital Management
Puerto Rico
DAS
2886
Diversify Advisory Services
Utah
SCM
2887
SOL Capital Management
Maryland
PIC
2888
PCJ Investment Counsel
Ontario, Canada
GCWM
2889
Guided Capital Wealth Management
Texas
CG
2890
Castellan Group
Kentucky
FA
2891
Faithward Advisors
Pennsylvania
AWA
2892
Arete Wealth Advisors
Illinois
TSS
2893
Two Sigma Securities
New York
DAL
2894
Delta Accumulation LLC
California
FC
2895
Farringdon Capital
United Kingdom
CCS
2896
Concentric Capital Strategies
Connecticut
EWM
2897
Elite Wealth Management
Washington
IA
2898
IFG Advisory
Georgia
PWM
2899
Pinnacle Wealth Management
California
HA
2900
Huntleigh Advisors
Missouri