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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
HWMC
3126
Heritage Wealth Management (California)
California
OCPWS
3127
One Charles Private Wealth Services
Massachusetts
WMWM
3128
Wilkins Miller Wealth Management
Alabama
AGC
3129
August Group Capital
CA
3130
COFG Advisors
Illinois
KFG
3131
Kelly Financial Group
Connecticut
TWM
3132
Topsail Wealth Management
North Carolina
ACC
3133
Acorn Creek Capital
Colorado
BOSSRA
3134
B.O.S.S. Retirement Advisors
Utah
CAP
3135
Cordoba Advisory Partners
New York
TWP
3136
Tempus Wealth Planning
California
VI
3137
Versor Investments
New York
WLPWM
3138
Walled Lake Planning & Wealth Management
Illinois
JWM
3139
Jessup Wealth Management
Ohio
BDPWM
3140
Barnes Dennig Private Wealth Management
Ohio
BC
3141
Bayforest Capital
United Kingdom
FF
3142
Friedenthal Financial
New Jersey
QA
3143
Quattro Advisors
Pennsylvania
CRI
3144
Commonwealth Retirement Investments
Virginia
GAFA
3145
Garton & Associates Financial Advisors
Kentucky
CWP
3146
Concord Wealth Partners
Virginia
GWM
3147
Greenline Wealth Management
Florida
NI
3148
NCP Inc
California
MW
3149
Merited Wealth
Florida
VWWMG
3150
Vermillion & White Wealth Management Group
Pennsylvania