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