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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
EFMC
851
Empire Financial Management Company
New York
$3.96M
BCM
852
Buckhead Capital Management
Georgia
$3.95M
SVWAG
853
Sound View Wealth Advisors Group
Georgia
$3.95M
SSWM
854
Smith Salley Wealth Management
North Carolina
$3.92M
OQS
855
Occudo Quantitative Strategies
Florida
$3.89M
FTWA
856
Fifth Third Wealth Advisors
Ohio
$3.88M
GSB
857
Greenfield Savings Bank
Massachusetts
$3.88M
SWA
858
Strata Wealth Advisors
Texas
$3.87M
XT
859
XTX Topco
Cayman Islands
$3.86M
WPC
860
Wedmont Private Capital
Pennsylvania
$3.85M
EWM
861
Evercore Wealth Management
New York
$3.83M
BCM
862
Birmingham Capital Management
Alabama
$3.83M
HIS
863
Horizon Investment Services
Indiana
$3.8M
PT
864
Plimoth Trust
Massachusetts
$3.76M
IAS
865
Investment Advisory Services
Texas
$3.76M
MAM
866
Mirabaud Asset Management
United Kingdom
$3.72M
SIG
867
Sargent Investment Group
Maryland
$3.7M
TWC
868
The Woodbridge Company
Ontario, Canada
$3.7M
FFO
869
Fiduciary Family Office
Florida
$3.69M
CWI
870
Conscious Wealth Investments
Florida
$3.68M
TIAAOA
871
Teachers Insurance & Annuity Association of America
New York
$3.67M
KAM
872
Karani Asset Management
New York
$3.66M
BG
873
BDF Gestion
France
$3.66M
SPC
874
Sigma Planning Corp
Michigan
$3.64M
III
875
Independent Investors Inc
New York
$3.63M