AXP icon

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
BI
2951
Bramshill Investments
Florida
CUAMC
2952
China Universal Asset Management Company
China
SEA
2953
Stegent Equity Advisors
Texas
RSVP
2954
Ramsay Stattman Vela & Price
Colorado
AA
2955
ABC Arbitrage
France
TWA
2956
Tulsa Wealth Advisors
Oklahoma
WEG
2957
World Equity Group
Illinois
BIA
2958
Barry Investment Advisors
Massachusetts
OFW
2959
Omnia Family Wealth
Florida
TL
2960
Tradewinds LLC
North Carolina
BWM
2961
BCS Wealth Management
Tennessee
TPA
2962
Trivium Point Advisory
Connecticut
SPWM
2963
Spartan Planning & Wealth Management
North Carolina
SQA
2964
Simon Quick Advisors
New Jersey
BC
2965
Burney Company
Virginia
CNTOF
2966
Canandaigua National Trust of Florida
New York
CST
2967
Charles Schwab Trust
Nevada
PWM
2968
Palacios Wealth Management
Florida
ACM
2969
Avalon Capital Management
California
MIC
2970
Meridian Investment Counsel
California
RWM
2971
RKL Wealth Management
Pennsylvania
DWM
2972
Daner Wealth Management
Georgia
KLCM
2973
KG&L Capital Management
Louisiana
KIM
2974
Kestra Investment Management
Texas
QWM
2975
QP Wealth Management
New Jersey