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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
ACM
2951
Avalon Capital Management
California
MIC
2952
Meridian Investment Counsel
California
RWM
2953
RKL Wealth Management
Pennsylvania
DWM
2954
Daner Wealth Management
Georgia
KLCM
2955
KG&L Capital Management
Louisiana
KIM
2956
Kestra Investment Management
Texas
QWM
2957
QP Wealth Management
New Jersey
FCM
2958
Fieldview Capital Management
Michigan
ACA
2959
Affinity Capital Advisors
California
WAM
2960
Wallington Asset Management
Indiana
CIAM
2961
Caitong International Asset Management
Hong Kong
MCP
2962
Mirador Capital Partners
California
SW
2963
SlateStone Wealth
Florida
Betterment LLC
2964
Betterment LLC
New York
GCP
2965
Guardian Capital (Pennsylvania)
Pennsylvania
DF
2966
Donoghue Forlines
Massachusetts
CRI
2967
Colonial River Investments
Virginia
ACM
2968
Aspen Capital Management
Idaho
COCM
2969
Charter Oak Capital Management
New Hampshire
LA
2970
Latitude Advisors
Florida
IWP
2971
Invenio Wealth Partners
Florida
SGC
2972
Slocum, Gordon & Co
Rhode Island
FFC
2973
Frederick Financial Consultants
Maryland
CA
2974
Claris Advisors
Missouri
EC
2975
EdgeRock Capital
Colorado