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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
BCM
926
Banyan Capital Management
Georgia
$3.24M
PFBT
927
Parkside Financial Bank & Trust
Missouri
$3.23M
AFG
928
Atomi Financial Group
New York
$3.23M
BSA
929
Bull Street Advisors
Georgia
$3.23M
CIG
930
Cullen Investment Group
Louisiana
$3.23M
IFG
931
Independent Financial Group
California
$3.22M
AWM
932
Arista Wealth Management
Nevada
$3.21M
CNC
933
Canandaigua National Corp
New York
$3.21M
PCS
934
Personal CFO Solutions
New Jersey
$3.21M
RBWA
935
RFG - Bristol Wealth Advisors
Massachusetts
$3.2M
GSC
936
G&S Capital
Colorado
$3.2M
IAS
937
Insigneo Advisory Services
Florida
$3.19M
MMPW
938
Mitchell McLeod Pugh & Williams
Alabama
$3.19M
LFAS
939
Level Four Advisory Services
Texas
$3.19M
WB
940
Webster Bank
Connecticut
$3.19M
PDM
941
Penn Davis McFarland
Texas
$3.19M
KIA
942
KCM Investment Advisors
California
$3.17M
ST
943
Smithfield Trust
Pennsylvania
$3.17M
ATPW
944
Ashton Thomas Private Wealth
Arizona
$3.16M
USCWA
945
U.S. Capital Wealth Advisors
Texas
$3.16M
COI
946
Connable Office Inc
Michigan
$3.15M
TBT
947
Texas Bank & Trust
Texas
$3.1M
AA
948
Argent Advisors
Louisiana
$3.08M
Empower Advisory Group
949
Empower Advisory Group
Colorado
$3.07M
CPSC
950
Carl P. Sherr & Co
Massachusetts
$3.06M