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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
CFC
3101
Coyle Financial Counsel
Illinois
CPA
3102
Capital Planning Advisors
California
KFS
3103
Kelly Financial Services
Massachusetts
WPP
3104
Whalerock Point Partners
Rhode Island
IF
3105
Intrua Financial
Texas
CTI
3106
Community Trust & Investment
Kentucky
WSWA
3107
Warren Street Wealth Advisors
California
CWM
3108
Cherrydale Wealth Management
New Jersey
TAM
3109
TCP Asset Management
Ohio
MAM
3110
Madison Asset Management
Wisconsin
ACP
3111
Argyle Capital Partners
California
CCP
3112
Carmel Capital Partners
California
SHA
3113
Seneca House Advisors
Virginia
WMWM
3114
Wilkins Miller Wealth Management
Alabama
HWMC
3115
Heritage Wealth Management (California)
California
OCPWS
3116
One Charles Private Wealth Services
Massachusetts
HIM
3117
Harbour Investment Management
Washington
CA
3118
COFG Advisors
Illinois
AGC
3119
August Group Capital
KFG
3120
Kelly Financial Group
Connecticut
TWM
3121
Topsail Wealth Management
North Carolina
ACC
3122
Acorn Creek Capital
Colorado
TWP
3123
Tempus Wealth Planning
California
BOSSRA
3124
B.O.S.S. Retirement Advisors
Utah
CAP
3125
Cordoba Advisory Partners
New York