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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
FCM
2976
Fieldview Capital Management
Michigan
ACA
2977
Affinity Capital Advisors
California
WAM
2978
Wallington Asset Management
Indiana
CIAM
2979
Caitong International Asset Management
Hong Kong
MCP
2980
Mirador Capital Partners
California
SW
2981
SlateStone Wealth
Florida
Betterment LLC
2982
Betterment LLC
New York
GCP
2983
Guardian Capital (Pennsylvania)
Pennsylvania
DF
2984
Donoghue Forlines
Massachusetts
CRI
2985
Colonial River Investments
Virginia
ACM
2986
Aspen Capital Management
Idaho
COCM
2987
Charter Oak Capital Management
New Hampshire
LA
2988
Latitude Advisors
Florida
IWP
2989
Invenio Wealth Partners
Florida
SGC
2990
Slocum, Gordon & Co
Rhode Island
FFC
2991
Frederick Financial Consultants
Maryland
CA
2992
Claris Advisors
Missouri
EC
2993
EdgeRock Capital
Colorado
TWA
2994
Talisman Wealth Advisors
New Jersey
PWM
2995
PMG Wealth Management
Illinois
NICM
2996
Neo Ivy Capital Management
New York
TCM
2997
TABR Capital Management
California
RW
2998
RVW Wealth
California
CA
2999
Carson Advisory
Georgia
BAS
3000
Breakthru Advisory Services
Wisconsin