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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
BG
876
BDF Gestion
France
$3.66M
SPC
877
Sigma Planning Corp
Michigan
$3.64M
III
878
Independent Investors Inc
New York
$3.63M
SWM
879
Salvus Wealth Management
New Jersey
$3.62M
BPWM
880
BCS Private Wealth Management
New Jersey
$3.61M
CWM
881
Compass Wealth Management
Connecticut
$3.59M
CAM
882
Columbia Asset Management
Michigan
$3.57M
IIL
883
Insight Inv LLC
California
$3.57M
WIA
884
World Investment Advisors
California
$3.56M
FA
885
Fiduciary Alliance
South Carolina
$3.55M
ONB
886
Old National Bancorp
Indiana
$3.55M
KFBMI
887
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.54M
BCAM
888
Boston Common Asset Management
Massachusetts
$3.52M
ILI
889
Invesco LLC (Illinois)
Illinois
$3.51M
BCB
890
Brian C. Broderick
$3.5M
SWASL
891
Spartan Wealth Advisory Services LLC
Michigan
$3.49M
GLR
892
Great Lakes Retirement
Ohio
$3.49M
Aristotle Capital Management
893
Aristotle Capital Management
California
$3.49M
DWP
894
Daymark Wealth Partners
Ohio
$3.49M
GCP
895
GSA Capital Partners
United Kingdom
$3.48M
CI
896
Capital International
California
$3.47M
GPFA
897
Game Plan Financial Advisors
Ohio
$3.44M
BA
898
Birinyi Associates
Connecticut
$3.44M
GSEP
899
Golden State Equity Partners
California
$3.43M
RCM
900
RB Capital Management
Nevada
$3.43M