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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
SWM
876
Salvus Wealth Management
New Jersey
$3.62M
BPWM
877
BCS Private Wealth Management
New Jersey
$3.61M
CWM
878
Compass Wealth Management
Connecticut
$3.59M
CAM
879
Columbia Asset Management
Michigan
$3.57M
IIL
880
Insight Inv LLC
California
$3.57M
WIA
881
World Investment Advisors
California
$3.56M
FA
882
Fiduciary Alliance
South Carolina
$3.55M
ONB
883
Old National Bancorp
Indiana
$3.55M
KFBMI
884
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.54M
BCAM
885
Boston Common Asset Management
Massachusetts
$3.52M
ILI
886
Invesco LLC (Illinois)
Illinois
$3.51M
BCB
887
Brian C. Broderick
$3.5M
SWASL
888
Spartan Wealth Advisory Services LLC
Michigan
$3.49M
GLR
889
Great Lakes Retirement
Ohio
$3.49M
Aristotle Capital Management
890
Aristotle Capital Management
California
$3.49M
DWP
891
Daymark Wealth Partners
Ohio
$3.49M
GCP
892
GSA Capital Partners
United Kingdom
$3.48M
CI
893
Capital International
California
$3.47M
GPFA
894
Game Plan Financial Advisors
Ohio
$3.44M
BA
895
Birinyi Associates
Connecticut
$3.44M
GSEP
896
Golden State Equity Partners
California
$3.43M
RCM
897
RB Capital Management
Nevada
$3.43M
LBC
898
Lowe Brockenbrough & Co
Virginia
$3.43M
EW
899
Evoke Wealth
California
$3.42M
FCT
900
Family Capital Trust
Massachusetts
$3.42M