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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
MFWP
3001
Mosaic Family Wealth Partners
Missouri
OC
3002
Oarsman Capital
Wisconsin
TCMP
3003
Thrive Capital Management (Pennsylvania)
Pennsylvania
IWA
3004
IVC Wealth Advisors
Pennsylvania
CCM
3005
Canal Capital Management
Virginia
VCM
3006
Vision Capital Management
Oregon
SFS
3007
Strategic Financial Services
New York
NPA
3008
Nichols & Pratt Advisers
Massachusetts
TW
3009
Towerpoint Wealth
California
TW
3010
Traveka Wealth
California
PFA
3011
Professional Financial Advisors
Nebraska
WF
3012
Wayfinding Financial
Washington
SFGM
3013
Stonebridge Financial Group (Missouri)
Missouri
RBC
3014
Romano Brothers & Co
Illinois
CIS
3015
Connors Investor Services
Pennsylvania
MCA
3016
Magnolia Capital Advisors
Mississippi
RPSA
3017
Richard P. Slaughter Associates
Texas
BAWM
3018
Bennett Associates Wealth Management
Pennsylvania
KBG
3019
Kahn Brothers Group
New York
ARG
3020
Advisory Resource Group
Oklahoma
DBIA
3021
Dumont & Blake Investment Advisors
New Jersey
CCWP
3022
Cedar Cove Wealth Partners
Minnesota
BPW
3023
BLVD Private Wealth
Kentucky
KBFS
3024
Kohmann Bosshard Financial Services
Ohio
KWM
3025
KW Wealth Management
California