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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
SAM
951
Smartleaf Asset Management
Massachusetts
$3.03M
DWM
952
Dynasty Wealth Management
Florida
$3.03M
CCP
953
Cunning Capital Partners
North Carolina
$3.03M
WWM
954
Wolff Wiese Magana
California
$3.02M
VST
955
Van Strum & Towne
California
$3.02M
GIO
956
Galilei Investment Office
United Kingdom
$3.02M
UHC
957
Union Heritage Capital
Michigan
$3.02M
ACIM
958
Azimuth Capital Investment Management
Michigan
$3.01M
KC
959
Knuff & Co
California
$3.01M
FB
960
Fulton Bank
Pennsylvania
$2.99M
DAM
961
Doheny Asset Management
California
$2.98M
PFA
962
Peak Financial Advisors
Colorado
$2.98M
MC
963
Moors & Cabot
Massachusetts
$2.97M
NED
964
Nancy E. Dempze
$2.96M
SC
965
Sawyer & Company
Massachusetts
$2.96M
PI
966
Pettee Investors
Connecticut
$2.95M
BFIM
967
Beese Fulmer Investment Management
Ohio
$2.94M
CP
968
Cornerstone Planning
North Carolina
$2.94M
WWM
969
Western Wealth Management
Colorado
$2.94M
TPCW
970
TD Private Client Wealth
New York
$2.94M
PWP
971
Private Wealth Partners
California
$2.93M
HI
972
Harbour Investments
Wisconsin
$2.91M
CCG
973
Ceeto Capital Group
Florida
$2.9M
PWM
974
Parkshore Wealth Management
California
$2.9M
TC
975
TAGStone Capital
North Carolina
$2.9M