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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
WDG
3026
Wealth Dimensions Group
Ohio
RW
3027
Regimen Wealth
Georgia
LFP
3028
Lakeshore Financial Planning
Michigan
CC
3029
Clearwave Capital
California
GWL
3030
Generations Wealth LLC
Ohio
BFO
3031
Biltmore Family Office
North Carolina
WIM
3032
Warwick Investment Management
Texas
WPA
3033
West Paces Advisors
Georgia
CP
3034
Capital Planning
Washington
AMIM
3035
Aull & Monroe Investment Management
Alabama
PFA
3036
Pinnacle Family Advisors
Missouri
MCM
3037
Marathon Capital Management
Maryland
FTC
3038
Farmers Trust Company
Ohio
SCA
3039
STALEY CAPITAL ADVISERS
Pennsylvania
RCG
3040
Ridge Creek Global
Ohio
MAM
3041
MMA Asset Management
Pennsylvania
RA
3042
Riversedge Advisors
Delaware
CC
3043
Cadinha & Co
Hawaii
MA
3044
MBA Advisors
Pennsylvania
CPW
3045
Cogent Private Wealth
Florida
RWA
3046
Redhawk Wealth Advisors
Minnesota
FAT
3047
First American Trust
California
LWM
3048
LJI Wealth Management
Indiana
SPW
3049
Signet Private Wealth
Illinois
CCM
3050
CFO Capital Management
Connecticut