We are live on ! Find out more
AXP icon

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