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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
CC
826
Chicago Capital
Illinois
$4.21M
JAG
827
Journey Advisory Group
Kentucky
$4.19M
CTA
828
Clear Trail Advisors
Texas
$4.19M
FMTC
829
Farmers & Merchants Trust Company
California
$4.18M
WC
830
Wynn Capital
Georgia
$4.18M
NP
831
NorthRock Partners
Minnesota
$4.17M
SFS
832
Sowell Financial Services
Arkansas
$4.17M
PA
833
Parallel Advisors
California
$4.17M
SWK
834
Stephen W. Kidder
$4.15M
EI
835
EFG International
$4.15M
PMWMG
836
Parr McKnight Wealth Management Group
Minnesota
$4.15M
CC
837
Constitution Capital
Connecticut
$4.14M
SFGP
838
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$4.13M
SSW
839
Stone Summit Wealth
Florida
$4.12M
LFIA
840
Legacy Financial Independent Advisors
Kentucky
$4.12M
RA
841
RFG Advisory
Alabama
$4.12M
GD
842
Grandfield & Dodd
New York
$4.05M
HTC
843
Haverford Trust Company
Pennsylvania
$4.05M
WSFS
844
Wilmington Savings Fund Society
Delaware
$4.04M
CAG
845
Crestwood Advisors Group
Massachusetts
$4.02M
GIM
846
Goelzer Investment Management
Indiana
$4M
CPBTD
847
Central Pacific Bank - Trust Division
Hawaii
$4M
MPPLM
848
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4M
TH
849
TCTC Holdings
Texas
$3.97M
CW
850
CreativeOne Wealth
Kansas
$3.97M