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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
AGC
3101
Aspen Grove Capital
Colorado
HCM
3102
Hutchinson Capital Management
California
LRIC
3103
Long Road Investment Counsel
Michigan
MA
3104
Mezzasalma Advisors
New Jersey
LGG
3105
Luts & Greenleigh Group
Maryland
AC
3106
AWM Capital
Arizona
MSRI
3107
Michael S. Ryan Inc
New York
OAM
3108
Occidental Asset Management
California
SWTS
3109
Stonehaven Wealth & Tax Solutions
Wisconsin
WW
3110
Wright Wealth
Georgia
CPA
3111
Capital Planning Advisors
California
CFC
3112
Coyle Financial Counsel
Illinois
WFA
3113
WestHill Financial Advisors
California
KFS
3114
Kelly Financial Services
Massachusetts
WPP
3115
Whalerock Point Partners
Rhode Island
IF
3116
Intrua Financial
Texas
CWM
3117
Cherrydale Wealth Management
New Jersey
CTI
3118
Community Trust & Investment
Kentucky
TAM
3119
TCP Asset Management
Ohio
WSWA
3120
Warren Street Wealth Advisors
California
MAM
3121
Madison Asset Management
Wisconsin
ACP
3122
Argyle Capital Partners
California
CCP
3123
Carmel Capital Partners
California
SHA
3124
Seneca House Advisors
Virginia
HIM
3125
Harbour Investment Management
Washington