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American Express

2,883 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, 1,217 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
2,883
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
BC
2976
Burney Company
Virginia
CNTOF
2977
Canandaigua National Trust of Florida
New York
CST
2978
Charles Schwab Trust
Nevada
PWM
2979
Palacios Wealth Management
Florida
ACM
2980
Avalon Capital Management
California
MIC
2981
Meridian Investment Counsel
California
RWM
2982
RKL Wealth Management
Pennsylvania
DWM
2983
Daner Wealth Management
Georgia
KLCM
2984
KG&L Capital Management
Louisiana
KIM
2985
Kestra Investment Management
Texas
QWM
2986
QP Wealth Management
New Jersey
FCM
2987
Fieldview Capital Management
Michigan
ACA
2988
Affinity Capital Advisors
California
WAM
2989
Wallington Asset Management
Indiana
CIAM
2990
Caitong International Asset Management
Hong Kong
MCP
2991
Mirador Capital Partners
California
SW
2992
SlateStone Wealth
Florida
Betterment LLC
2993
Betterment LLC
New York
GCP
2994
Guardian Capital (Pennsylvania)
Pennsylvania
DF
2995
Donoghue Forlines
Massachusetts
CRI
2996
Colonial River Investments
Virginia
ACM
2997
Aspen Capital Management
Idaho
COCM
2998
Charter Oak Capital Management
New Hampshire
LA
2999
Latitude Advisors
Florida
IWP
3000
Invenio Wealth Partners
Florida