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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
NPA
3026
Nichols & Pratt Advisers
Massachusetts
TW
3027
Towerpoint Wealth
California
TW
3028
Traveka Wealth
California
PFA
3029
Professional Financial Advisors
Nebraska
WF
3030
Wayfinding Financial
Washington
RBC
3031
Romano Brothers & Co
Illinois
SFGM
3032
Stonebridge Financial Group (Missouri)
Missouri
MCA
3033
Magnolia Capital Advisors
Mississippi
CIS
3034
Connors Investor Services
Pennsylvania
RPSA
3035
Richard P. Slaughter Associates
Texas
BAWM
3036
Bennett Associates Wealth Management
Pennsylvania
KBG
3037
Kahn Brothers Group
New York
CCWP
3038
Cedar Cove Wealth Partners
Minnesota
DBIA
3039
Dumont & Blake Investment Advisors
New Jersey
ARG
3040
Advisory Resource Group
Oklahoma
BPW
3041
BLVD Private Wealth
Kentucky
KBFS
3042
Kohmann Bosshard Financial Services
Ohio
RW
3043
Regimen Wealth
Georgia
WDG
3044
Wealth Dimensions Group
Ohio
KWM
3045
KW Wealth Management
California
LFP
3046
Lakeshore Financial Planning
Michigan
CC
3047
Clearwave Capital
California
GWL
3048
Generations Wealth LLC
Ohio
BFO
3049
Biltmore Family Office
North Carolina
WIM
3050
Warwick Investment Management
Texas