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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
PAA
3001
Peregrine Asset Advisers
Oregon
SPWG
3002
Syntegra Private Wealth Group
Missouri
SCA
3003
Sensenig Capital Advisors
Pennsylvania
LJHT
3004
Laurie J. Hall Trustee
HF
3005
Holcombe Financial
Georgia
DJYG
3006
David J. Yvars Group
Florida
SAW
3007
Signal Advisors Wealth
Michigan
SPP
3008
Single Point Partners
Massachusetts
EIA
3009
Eldridge Investment Advisors
New Hampshire
KI
3010
KTF Investments
California
SIA
3011
Stegner Investment Associates
Kentucky
PW
3012
Potentia Wealth
California
PWM
3013
Partners Wealth Management
California
KWA
3014
Kondo Wealth Advisors
California
SHFP
3015
Second Half Financial Partners
Florida
BFA
3016
Beacon Financial Advisory
Ohio
SC
3017
Sepio Capital
Utah
CCA
3018
Carrera Capital Advisors
Michigan
OC
3019
Oarsman Capital
Wisconsin
MFWP
3020
Mosaic Family Wealth Partners
Missouri
IWA
3021
IVC Wealth Advisors
Pennsylvania
TCMP
3022
Thrive Capital Management (Pennsylvania)
Pennsylvania
CCM
3023
Canal Capital Management
Virginia
VCM
3024
Vision Capital Management
Oregon
SFS
3025
Strategic Financial Services
New York