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American Express

2,884 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, 1,218 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
2,884
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
AWM
726
AE Wealth Management
Kansas
$5.58M
KCM
727
Kerusso Capital Management
North Carolina
$5.57M
JSW
728
Journey Strategic Wealth
New Jersey
$5.56M
TA
729
TKG Advisors
Indiana
$5.53M
TLP
730
Trinity Legacy Partners
Texas
$5.5M
MA
731
Montag & Associates
Georgia
$5.46M
PCI
732
Pacifica Capital Investments
Texas
$5.44M
SAM
733
Sagewood Asset Management
New York
$5.42M
SCP
734
Seizert Capital Partners
Michigan
$5.41M
GHAM
735
Gilman Hill Asset Management
Connecticut
$5.4M
CA
736
Callahan Advisors
Texas
$5.39M
IA
737
IFP Advisors
Florida
$5.35M
KCM
738
Kanawha Capital Management
Virginia
$5.35M
FDP
739
Financiere des Professionnels
Quebec, Canada
$5.29M
CI
740
Conning Inc
Connecticut
$5.29M
Kayne Anderson Rudnick Investment Management
741
Kayne Anderson Rudnick Investment Management
California
$5.27M
N
742
Numerai
California
$5.26M
NA
743
Nordwand Advisors
Pennsylvania
$5.26M
EIA
744
Emerald Investment Advisers
Pennsylvania
$5.26M
TBA
745
Tower Bridge Advisors
Pennsylvania
$5.25M
MAS
746
Meeder Advisory Services
Ohio
$5.24M
GC
747
Guggenheim Capital
Illinois
$5.24M
TY
748
Titiun Yejiel
$5.21M
NMIMC
749
Northwestern Mutual Investment Management Company
Wisconsin
$5.18M
CPC
750
CFC Planning Company
Indiana
$5.18M