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American Express

2,884 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, 1,218 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
2,884
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
RWA
3076
Redhawk Wealth Advisors
Minnesota
FAT
3077
First American Trust
California
LWM
3078
LJI Wealth Management
Indiana
SPW
3079
Signet Private Wealth
Illinois
BWM
3080
BlackDiamond Wealth Management
New York
CCM
3081
CFO Capital Management
Connecticut
FWM
3082
FMB Wealth Management
California
FA
3083
Fortis Advisors
Pennsylvania
PW
3084
PUREfi Wealth
Massachusetts
LWM
3085
Lionshead Wealth Management
New York
WWM
3086
Westwood Wealth Management
California
PSP
3087
Principal Street Partners
Tennessee
HAC
3088
Harbor Advisory Corp
New Hampshire
MWP
3089
Meridian Wealth Partners
Pennsylvania
CPW
3090
Crestmont Private Wealth
Texas
FWM
3091
ForthRight Wealth Management
Georgia
PFM
3092
Phillips Financial Management
Indiana
CRIG
3093
Charter Research & Investment Group
Connecticut
PA
3094
Probity Advisors
Texas
DCM
3095
DGS Capital Management
New Jersey
ES
3096
Eagle Strategies
New York
FC
3097
FCA Corp
Texas
HP
3098
Holistic Planning
Texas
PWM
3099
Paulson Wealth Management
Illinois
SIP
3100
Snowwater Investment Partners
Connecticut