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