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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
FWM
3051
FMB Wealth Management
California
BWM
3052
BlackDiamond Wealth Management
New York
FA
3053
Fortis Advisors
Pennsylvania
PW
3054
PUREfi Wealth
Massachusetts
LWM
3055
Lionshead Wealth Management
New York
WWM
3056
Westwood Wealth Management
California
PSP
3057
Principal Street Partners
Tennessee
MWP
3058
Meridian Wealth Partners
Pennsylvania
HAC
3059
Harbor Advisory Corp
New Hampshire
FWM
3060
ForthRight Wealth Management
Georgia
CPW
3061
Crestmont Private Wealth
Texas
PFM
3062
Phillips Financial Management
Indiana
CRIG
3063
Charter Research & Investment Group
Connecticut
PA
3064
Probity Advisors
Texas
DCM
3065
DGS Capital Management
New Jersey
FC
3066
FCA Corp
Texas
HP
3067
Holistic Planning
Texas
ES
3068
Eagle Strategies
New York
TP
3069
Tranquility Partners
Tennessee
PWM
3070
Paulson Wealth Management
Illinois
SIP
3071
Snowwater Investment Partners
Connecticut
HCM
3072
Hutchinson Capital Management
California
AGC
3073
Aspen Grove Capital
Colorado
LRIC
3074
Long Road Investment Counsel
Michigan
MA
3075
Mezzasalma Advisors
New Jersey