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American Express

2,883 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, 1,217 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
2,883
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
KBG
3051
Kahn Brothers Group
New York
BPW
3052
BLVD Private Wealth
Kentucky
KBFS
3053
Kohmann Bosshard Financial Services
Ohio
KWM
3054
KW Wealth Management
California
RW
3055
Regimen Wealth
Georgia
WDG
3056
Wealth Dimensions Group
Ohio
CC
3057
Clearwave Capital
California
LFP
3058
Lakeshore Financial Planning
Michigan
GWL
3059
Generations Wealth LLC
Ohio
BFO
3060
Biltmore Family Office
North Carolina
WIM
3061
Warwick Investment Management
Texas
WPA
3062
West Paces Advisors
Georgia
AMIM
3063
Aull & Monroe Investment Management
Alabama
CP
3064
Capital Planning
Washington
FTC
3065
Farmers Trust Company
Ohio
MCM
3066
Marathon Capital Management
Maryland
PFA
3067
Pinnacle Family Advisors
Missouri
RCG
3068
Ridge Creek Global
Ohio
SCA
3069
STALEY CAPITAL ADVISERS
Pennsylvania
MAM
3070
MMA Asset Management
Pennsylvania
CC
3071
Cadinha & Co
Hawaii
MA
3072
MBA Advisors
Pennsylvania
RA
3073
Riversedge Advisors
Delaware
CPW
3074
Cogent Private Wealth
Florida
RWA
3075
Redhawk Wealth Advisors
Minnesota