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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
DAS
751
Dynamic Advisor Solutions
Arizona
$5.16M
MCB
752
Morton Community Bank
Illinois
$5.15M
CPCPP
753
Canada Post Corporation Pension Plan
Canada
$5.13M
BFO
754
Boston Family Office
Massachusetts
$5.12M
ECM
755
Elgethun Capital Management
South Dakota
$5.1M
SI
756
Stephens Inc
Arkansas
$5.08M
GL
757
GHE LLC
Tennessee
$5.08M
BWM
758
BNC Wealth Management
Oregon
$5.07M
RG
759
Rathbones Group
United Kingdom
$5.06M
S
760
SignatureFD
Georgia
$5.06M
GT
761
Greenleaf Trust
Michigan
$5.05M
RCA
762
Resonant Capital Advisors
Wisconsin
$5.03M
FFA
763
Farther Finance Advisors
California
$5.02M
AWM
764
Apollon Wealth Management
South Carolina
$5.02M
ZF
765
Zhang Financial
Michigan
$5.01M
CF
766
Canoe Financial
Alberta, Canada
$4.99M
VWM
767
Vertrix Wealth Management
Michigan
$4.98M
WA
768
WP Advisors
California
$4.96M
AWM
769
Avior Wealth Management
Nebraska
$4.95M
MJP
770
Michael J. Puzo
$4.93M
AIA
771
AssuredPartners Investment Advisors
Florida
$4.92M
BFA
772
Bill Few Associates
Pennsylvania
$4.91M
BAM
773
Brave Asset Management
New Jersey
$4.86M
VFA
774
Valeo Financial Advisors
Indiana
$4.85M
IMC Chicago
775
IMC Chicago
Illinois
$4.82M