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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
TH
851
TCTC Holdings
Texas
$3.97M
CW
852
CreativeOne Wealth
Kansas
$3.97M
EFMC
853
Empire Financial Management Company
New York
$3.96M
BCM
854
Buckhead Capital Management
Georgia
$3.95M
SVWAG
855
Sound View Wealth Advisors Group
Georgia
$3.95M
SSWM
856
Smith Salley Wealth Management
North Carolina
$3.92M
OQS
857
Occudo Quantitative Strategies
Florida
$3.89M
FTWA
858
Fifth Third Wealth Advisors
Ohio
$3.88M
GSB
859
Greenfield Savings Bank
Massachusetts
$3.88M
SWA
860
Strata Wealth Advisors
Texas
$3.87M
XT
861
XTX Topco
Cayman Islands
$3.86M
WPC
862
Wedmont Private Capital
Pennsylvania
$3.85M
EWM
863
Evercore Wealth Management
New York
$3.83M
BCM
864
Birmingham Capital Management
Alabama
$3.83M
HIS
865
Horizon Investment Services
Indiana
$3.8M
PT
866
Plimoth Trust
Massachusetts
$3.76M
IAS
867
Investment Advisory Services
Texas
$3.76M
MAM
868
Mirabaud Asset Management
United Kingdom
$3.72M
SIG
869
Sargent Investment Group
Maryland
$3.7M
TWC
870
The Woodbridge Company
Ontario, Canada
$3.7M
FFO
871
Fiduciary Family Office
Florida
$3.69M
CWI
872
Conscious Wealth Investments
Florida
$3.68M
TIAAOA
873
Teachers Insurance & Annuity Association of America
New York
$3.67M
KAM
874
Karani Asset Management
New York
$3.66M
BG
875
BDF Gestion
France
$3.66M