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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
WPA
3051
West Paces Advisors
Georgia
MCM
3052
Marathon Capital Management
Maryland
RCG
3053
Ridge Creek Global
Ohio
FTC
3054
Farmers Trust Company
Ohio
AMIM
3055
Aull & Monroe Investment Management
Alabama
PFA
3056
Pinnacle Family Advisors
Missouri
SCA
3057
STALEY CAPITAL ADVISERS
Pennsylvania
CP
3058
Capital Planning
Washington
MAM
3059
MMA Asset Management
Pennsylvania
CC
3060
Cadinha & Co
Hawaii
RA
3061
Riversedge Advisors
Delaware
MA
3062
MBA Advisors
Pennsylvania
RWA
3063
Redhawk Wealth Advisors
Minnesota
CPW
3064
Cogent Private Wealth
Florida
FAT
3065
First American Trust
California
LWM
3066
LJI Wealth Management
Indiana
SPW
3067
Signet Private Wealth
Illinois
BWM
3068
BlackDiamond Wealth Management
New York
FWM
3069
FMB Wealth Management
California
CCM
3070
CFO Capital Management
Connecticut
FA
3071
Fortis Advisors
Pennsylvania
PW
3072
PUREfi Wealth
Massachusetts
WWM
3073
Westwood Wealth Management
California
LWM
3074
Lionshead Wealth Management
New York
PSP
3075
Principal Street Partners
Tennessee