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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
IWP
3001
Invenio Wealth Partners
Florida
SGC
3002
Slocum, Gordon & Co
Rhode Island
FFC
3003
Frederick Financial Consultants
Maryland
CA
3004
Claris Advisors
Missouri
EC
3005
EdgeRock Capital
Colorado
TWA
3006
Talisman Wealth Advisors
New Jersey
PWM
3007
PMG Wealth Management
Illinois
NICM
3008
Neo Ivy Capital Management
New York
TCM
3009
TABR Capital Management
California
RW
3010
RVW Wealth
California
CA
3011
Carson Advisory
Georgia
BAS
3012
Breakthru Advisory Services
Wisconsin
PAA
3013
Peregrine Asset Advisers
Oregon
SPWG
3014
Syntegra Private Wealth Group
Missouri
SCA
3015
Sensenig Capital Advisors
Pennsylvania
LJHT
3016
Laurie J. Hall Trustee
DJYG
3017
David J. Yvars Group
Florida
HF
3018
Holcombe Financial
Georgia
SAW
3019
Signal Advisors Wealth
Michigan
SPP
3020
Single Point Partners
Massachusetts
EIA
3021
Eldridge Investment Advisors
New Hampshire
KI
3022
KTF Investments
California
PW
3023
Potentia Wealth
California
SIA
3024
Stegner Investment Associates
Kentucky
KWA
3025
Kondo Wealth Advisors
California