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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
VI
3126
Versor Investments
New York
WLPWM
3127
Walled Lake Planning & Wealth Management
Illinois
JWM
3128
Jessup Wealth Management
Ohio
BDPWM
3129
Barnes Dennig Private Wealth Management
Ohio
BC
3130
Bayforest Capital
United Kingdom
FF
3131
Friedenthal Financial
New Jersey
QA
3132
Quattro Advisors
Pennsylvania
CRI
3133
Commonwealth Retirement Investments
Virginia
GAFA
3134
Garton & Associates Financial Advisors
Kentucky
CWP
3135
Concord Wealth Partners
Virginia
GWM
3136
Greenline Wealth Management
Florida
NI
3137
NCP Inc
California
MW
3138
Merited Wealth
Florida
VWWMG
3139
Vermillion & White Wealth Management Group
Pennsylvania
IIM
3140
IFC & Insurance Marketing
California
HHMI
3141
Howard Hughes Medical Institute
Maryland
NL
3142
Navalign LLC
California
WWA
3143
Wealth Watch Advisors
Colorado
FW
3144
Fairway Wealth
Ohio
BGA
3145
Battery Global Advisors
Massachusetts
MA
3146
Modus Advisors
Minnesota
DWA
3147
Delos Wealth Advisors
Texas
EWA
3148
EQ Wealth Advisors
Texas
WW
3149
Winnow Wealth
Texas
TPBG
3150
Turning Point Benefit Group
Maryland