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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
BSA
926
Bull Street Advisors
Georgia
$3.23M
CIG
927
Cullen Investment Group
Louisiana
$3.23M
IFG
928
Independent Financial Group
California
$3.22M
AWM
929
Arista Wealth Management
Nevada
$3.21M
CNC
930
Canandaigua National Corp
New York
$3.21M
PCS
931
Personal CFO Solutions
New Jersey
$3.21M
RBWA
932
RFG - Bristol Wealth Advisors
Massachusetts
$3.2M
GSC
933
G&S Capital
Colorado
$3.2M
IAS
934
Insigneo Advisory Services
Florida
$3.19M
MMPW
935
Mitchell McLeod Pugh & Williams
Alabama
$3.19M
LFAS
936
Level Four Advisory Services
Texas
$3.19M
WB
937
Webster Bank
Connecticut
$3.19M
PDM
938
Penn Davis McFarland
Texas
$3.19M
KIA
939
KCM Investment Advisors
California
$3.17M
ST
940
Smithfield Trust
Pennsylvania
$3.17M
ATPW
941
Ashton Thomas Private Wealth
Arizona
$3.16M
USCWA
942
U.S. Capital Wealth Advisors
Texas
$3.16M
COI
943
Connable Office Inc
Michigan
$3.15M
TBT
944
Texas Bank & Trust
Texas
$3.1M
AA
945
Argent Advisors
Louisiana
$3.08M
Empower Advisory Group
946
Empower Advisory Group
Colorado
$3.07M
CPSC
947
Carl P. Sherr & Co
Massachusetts
$3.06M
PH
948
Pinnacle Holdings
Oklahoma
$3.04M
ISL
949
Ingalls & Snyder LLC
New York
$3.03M
OPCM
950
Osborne Partners Capital Management
California
$3.03M