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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
CA
3101
COFG Advisors
Illinois
KFG
3102
Kelly Financial Group
Connecticut
TWM
3103
Topsail Wealth Management
North Carolina
ACC
3104
Acorn Creek Capital
Colorado
BOSSRA
3105
B.O.S.S. Retirement Advisors
Utah
CAP
3106
Cordoba Advisory Partners
New York
TWP
3107
Tempus Wealth Planning
California
VI
3108
Versor Investments
New York
WLPWM
3109
Walled Lake Planning & Wealth Management
Illinois
JWM
3110
Jessup Wealth Management
Ohio
BDPWM
3111
Barnes Dennig Private Wealth Management
Ohio
BC
3112
Bayforest Capital
United Kingdom
FF
3113
Friedenthal Financial
New Jersey
QA
3114
Quattro Advisors
Pennsylvania
CRI
3115
Commonwealth Retirement Investments
Virginia
GAFA
3116
Garton & Associates Financial Advisors
Kentucky
CWP
3117
Concord Wealth Partners
Virginia
GWM
3118
Greenline Wealth Management
Florida
NI
3119
NCP Inc
California
MW
3120
Merited Wealth
Florida
VWWMG
3121
Vermillion & White Wealth Management Group
Pennsylvania
IIM
3122
IFC & Insurance Marketing
California
HHMI
3123
Howard Hughes Medical Institute
Maryland
NL
3124
Navalign LLC
California
WWA
3125
Wealth Watch Advisors
Colorado