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