We are live on ! Find out more
AXP icon

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
PWM
3026
Partners Wealth Management
California
SHFP
3027
Second Half Financial Partners
Florida
BFA
3028
Beacon Financial Advisory
Ohio
SC
3029
Sepio Capital
Utah
CCA
3030
Carrera Capital Advisors
Michigan
MFWP
3031
Mosaic Family Wealth Partners
Missouri
OC
3032
Oarsman Capital
Wisconsin
IWA
3033
IVC Wealth Advisors
Pennsylvania
TCMP
3034
Thrive Capital Management (Pennsylvania)
Pennsylvania
CCM
3035
Canal Capital Management
Virginia
VCM
3036
Vision Capital Management
Oregon
SFS
3037
Strategic Financial Services
New York
NPA
3038
Nichols & Pratt Advisers
Massachusetts
TW
3039
Towerpoint Wealth
California
TW
3040
Traveka Wealth
California
PFA
3041
Professional Financial Advisors
Nebraska
RBC
3042
Romano Brothers & Co
Illinois
SFGM
3043
Stonebridge Financial Group (Missouri)
Missouri
WF
3044
Wayfinding Financial
Washington
CIS
3045
Connors Investor Services
Pennsylvania
MCA
3046
Magnolia Capital Advisors
Mississippi
RPSA
3047
Richard P. Slaughter Associates
Texas
BAWM
3048
Bennett Associates Wealth Management
Pennsylvania
ARG
3049
Advisory Resource Group
Oklahoma
CCWP
3050
Cedar Cove Wealth Partners
Minnesota