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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
HAC
3076
Harbor Advisory Corp
New Hampshire
MWP
3077
Meridian Wealth Partners
Pennsylvania
CPW
3078
Crestmont Private Wealth
Texas
FWM
3079
ForthRight Wealth Management
Georgia
PFM
3080
Phillips Financial Management
Indiana
CRIG
3081
Charter Research & Investment Group
Connecticut
PA
3082
Probity Advisors
Texas
DCM
3083
DGS Capital Management
New Jersey
FC
3084
FCA Corp
Texas
HP
3085
Holistic Planning
Texas
ES
3086
Eagle Strategies
New York
TP
3087
Tranquility Partners
Tennessee
SIP
3088
Snowwater Investment Partners
Connecticut
PWM
3089
Paulson Wealth Management
Illinois
AGC
3090
Aspen Grove Capital
Colorado
HCM
3091
Hutchinson Capital Management
California
LRIC
3092
Long Road Investment Counsel
Michigan
MA
3093
Mezzasalma Advisors
New Jersey
LGG
3094
Luts & Greenleigh Group
Maryland
OAM
3095
Occidental Asset Management
California
MSRI
3096
Michael S. Ryan Inc
New York
AC
3097
AWM Capital
Arizona
WW
3098
Wright Wealth
Georgia
SWTS
3099
Stonehaven Wealth & Tax Solutions
Wisconsin
WFA
3100
WestHill Financial Advisors
California