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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
LCM
2926
Logan Capital Management
Pennsylvania
FAL
2927
Focused Alpha LLC
Colorado
MWM
2928
MinichMacGregor Wealth Management
New York
BAM
2929
Blueshift Asset Management
New Jersey
SIM
2930
Sentry Investment Management
Wisconsin
ACM
2931
Aster Capital Management
United Arab Emirates
PCM
2932
Polymer Capital Management
New York
BI
2933
Bramshill Investments
Florida
CUAMC
2934
China Universal Asset Management Company
China
SEA
2935
Stegent Equity Advisors
Texas
RSVP
2936
Ramsay Stattman Vela & Price
Colorado
AA
2937
ABC Arbitrage
France
TWA
2938
Tulsa Wealth Advisors
Oklahoma
WEG
2939
World Equity Group
Illinois
BIA
2940
Barry Investment Advisors
Massachusetts
OFW
2941
Omnia Family Wealth
Florida
TL
2942
Tradewinds LLC
North Carolina
BWM
2943
BCS Wealth Management
Tennessee
TPA
2944
Trivium Point Advisory
Connecticut
SPWM
2945
Spartan Planning & Wealth Management
North Carolina
SQA
2946
Simon Quick Advisors
New Jersey
BC
2947
Burney Company
Virginia
CNTOF
2948
Canandaigua National Trust of Florida
New York
CST
2949
Charles Schwab Trust
Nevada
PWM
2950
Palacios Wealth Management
Florida