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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
TWA
2976
Talisman Wealth Advisors
New Jersey
PWM
2977
PMG Wealth Management
Illinois
NICM
2978
Neo Ivy Capital Management
New York
TCM
2979
TABR Capital Management
California
RW
2980
RVW Wealth
California
CA
2981
Carson Advisory
Georgia
BAS
2982
Breakthru Advisory Services
Wisconsin
PAA
2983
Peregrine Asset Advisers
Oregon
SPWG
2984
Syntegra Private Wealth Group
Missouri
SCA
2985
Sensenig Capital Advisors
Pennsylvania
LJHT
2986
Laurie J. Hall Trustee
DJYG
2987
David J. Yvars Group
Florida
HF
2988
Holcombe Financial
Georgia
SAW
2989
Signal Advisors Wealth
Michigan
SPP
2990
Single Point Partners
Massachusetts
EIA
2991
Eldridge Investment Advisors
New Hampshire
PW
2992
Potentia Wealth
California
KI
2993
KTF Investments
California
SIA
2994
Stegner Investment Associates
Kentucky
PWM
2995
Partners Wealth Management
California
KWA
2996
Kondo Wealth Advisors
California
SHFP
2997
Second Half Financial Partners
Florida
BFA
2998
Beacon Financial Advisory
Ohio
SC
2999
Sepio Capital
Utah
CCA
3000
Carrera Capital Advisors
Michigan