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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
MCB
751
Morton Community Bank
Illinois
$5.15M
CPCPP
752
Canada Post Corporation Pension Plan
Canada
$5.13M
BFO
753
Boston Family Office
Massachusetts
$5.12M
ECM
754
Elgethun Capital Management
South Dakota
$5.1M
SI
755
Stephens Inc
Arkansas
$5.08M
GL
756
GHE LLC
Tennessee
$5.08M
BWM
757
BNC Wealth Management
Oregon
$5.07M
RG
758
Rathbones Group
United Kingdom
$5.06M
S
759
SignatureFD
Georgia
$5.06M
GT
760
Greenleaf Trust
Michigan
$5.05M
RCA
761
Resonant Capital Advisors
Wisconsin
$5.03M
FFA
762
Farther Finance Advisors
California
$5.02M
AWM
763
Apollon Wealth Management
South Carolina
$5.02M
ZF
764
Zhang Financial
Michigan
$5.01M
CF
765
Canoe Financial
Alberta, Canada
$4.99M
VWM
766
Vertrix Wealth Management
Michigan
$4.98M
WA
767
WP Advisors
California
$4.96M
AWM
768
Avior Wealth Management
Nebraska
$4.95M
MJP
769
Michael J. Puzo
$4.93M
AIA
770
AssuredPartners Investment Advisors
Florida
$4.92M
BFA
771
Bill Few Associates
Pennsylvania
$4.91M
BAM
772
Brave Asset Management
New Jersey
$4.86M
VFA
773
Valeo Financial Advisors
Indiana
$4.85M
IMC Chicago
774
IMC Chicago
Illinois
$4.82M
WETS
775
Wealth Enhancement Trust Services
South Dakota
$4.8M