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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
BFA
826
Brendel Financial Advisors
New Hampshire
$4.22M
CLIP
827
Colter Lewis Investment Partners
Connecticut
$4.22M
JIC
828
Joel Isaacson & Co
New York
$4.22M
CC
829
Chicago Capital
Illinois
$4.21M
JAG
830
Journey Advisory Group
Kentucky
$4.19M
CTA
831
Clear Trail Advisors
Texas
$4.19M
FMTC
832
Farmers & Merchants Trust Company
California
$4.18M
WC
833
Wynn Capital
Georgia
$4.18M
NP
834
NorthRock Partners
Minnesota
$4.17M
SFS
835
Sowell Financial Services
Arkansas
$4.17M
PA
836
Parallel Advisors
California
$4.17M
SWK
837
Stephen W. Kidder
$4.15M
EI
838
EFG International
$4.15M
PMWMG
839
Parr McKnight Wealth Management Group
Minnesota
$4.15M
CC
840
Constitution Capital
Connecticut
$4.14M
SFGP
841
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$4.13M
SSW
842
Stone Summit Wealth
Florida
$4.12M
LFIA
843
Legacy Financial Independent Advisors
Kentucky
$4.12M
RA
844
RFG Advisory
Alabama
$4.12M
GD
845
Grandfield & Dodd
New York
$4.05M
HTC
846
Haverford Trust Company
Pennsylvania
$4.05M
WSFS
847
Wilmington Savings Fund Society
Delaware
$4.04M
CAG
848
Crestwood Advisors Group
Massachusetts
$4.02M
GIM
849
Goelzer Investment Management
Indiana
$4M
CPBTD
850
Central Pacific Bank - Trust Division
Hawaii
$4M