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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
BFO
751
Boston Family Office
Massachusetts
$5.12M
ECM
752
Elgethun Capital Management
South Dakota
$5.1M
SI
753
Stephens Inc
Arkansas
$5.08M
GL
754
GHE LLC
Tennessee
$5.08M
BWM
755
BNC Wealth Management
Oregon
$5.07M
RG
756
Rathbones Group
United Kingdom
$5.06M
S
757
SignatureFD
Georgia
$5.06M
GT
758
Greenleaf Trust
Michigan
$5.05M
RCA
759
Resonant Capital Advisors
Wisconsin
$5.03M
FFA
760
Farther Finance Advisors
California
$5.02M
AWM
761
Apollon Wealth Management
South Carolina
$5.02M
ZF
762
Zhang Financial
Michigan
$5.01M
CF
763
Canoe Financial
Alberta, Canada
$4.99M
VWM
764
Vertrix Wealth Management
Michigan
$4.98M
WA
765
WP Advisors
California
$4.96M
AWM
766
Avior Wealth Management
Nebraska
$4.95M
MJP
767
Michael J. Puzo
$4.93M
AIA
768
AssuredPartners Investment Advisors
Florida
$4.92M
BFA
769
Bill Few Associates
Pennsylvania
$4.91M
BAM
770
Brave Asset Management
New Jersey
$4.86M
VFA
771
Valeo Financial Advisors
Indiana
$4.85M
IMC Chicago
772
IMC Chicago
Illinois
$4.82M
WETS
773
Wealth Enhancement Trust Services
South Dakota
$4.8M
ECM
774
Everence Capital Management
Indiana
$4.78M
NAM
775
NorthCrest Asset Manangement
Minnesota
$4.77M