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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
LGG
3076
Luts & Greenleigh Group
Maryland
OAM
3077
Occidental Asset Management
California
MSRI
3078
Michael S. Ryan Inc
New York
AC
3079
AWM Capital
Arizona
WW
3080
Wright Wealth
Georgia
SWTS
3081
Stonehaven Wealth & Tax Solutions
Wisconsin
CPA
3082
Capital Planning Advisors
California
WFA
3083
WestHill Financial Advisors
California
CFC
3084
Coyle Financial Counsel
Illinois
WPP
3085
Whalerock Point Partners
Rhode Island
KFS
3086
Kelly Financial Services
Massachusetts
IF
3087
Intrua Financial
Texas
TAM
3088
TCP Asset Management
Ohio
CWM
3089
Cherrydale Wealth Management
New Jersey
CTI
3090
Community Trust & Investment
Kentucky
WSWA
3091
Warren Street Wealth Advisors
California
MAM
3092
Madison Asset Management
Wisconsin
ACP
3093
Argyle Capital Partners
California
CCP
3094
Carmel Capital Partners
California
SHA
3095
Seneca House Advisors
Virginia
HWMC
3096
Heritage Wealth Management (California)
California
OCPWS
3097
One Charles Private Wealth Services
Massachusetts
WMWM
3098
Wilkins Miller Wealth Management
Alabama
HIM
3099
Harbour Investment Management
Washington
AGC
3100
August Group Capital