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American Express

2,884 hedge funds and large institutions have $175B invested in American Express in 2026 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 1,069 increasing their positions, 1,218 reducing their positions, and 283 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 first-time investments, than exits

New positions opened: 188 | Existing positions closed: 283

34% less funds holding in top 10

Funds holding in top 10: 10771 (-36)

Holders
2,884
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
SQA
2976
Simon Quick Advisors
New Jersey
BC
2977
Burney Company
Virginia
CNTOF
2978
Canandaigua National Trust of Florida
New York
CST
2979
Charles Schwab Trust
Nevada
PWM
2980
Palacios Wealth Management
Florida
ACM
2981
Avalon Capital Management
California
MIC
2982
Meridian Investment Counsel
California
RWM
2983
RKL Wealth Management
Pennsylvania
DWM
2984
Daner Wealth Management
Georgia
KLCM
2985
KG&L Capital Management
Louisiana
KIM
2986
Kestra Investment Management
Texas
QWM
2987
QP Wealth Management
New Jersey
FCM
2988
Fieldview Capital Management
Michigan
ACA
2989
Affinity Capital Advisors
California
WAM
2990
Wallington Asset Management
Indiana
CIAM
2991
Caitong International Asset Management
Hong Kong
MCP
2992
Mirador Capital Partners
California
SW
2993
SlateStone Wealth
Florida
Betterment LLC
2994
Betterment LLC
New York
GCP
2995
Guardian Capital (Pennsylvania)
Pennsylvania
DF
2996
Donoghue Forlines
Massachusetts
CRI
2997
Colonial River Investments
Virginia
ACM
2998
Aspen Capital Management
Idaho
COCM
2999
Charter Oak Capital Management
New Hampshire
LA
3000
Latitude Advisors
Florida