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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
PH
951
Pinnacle Holdings
Oklahoma
$3.04M
ISL
952
Ingalls & Snyder LLC
New York
$3.03M
OPCM
953
Osborne Partners Capital Management
California
$3.03M
SAM
954
Smartleaf Asset Management
Massachusetts
$3.03M
DWM
955
Dynasty Wealth Management
Florida
$3.03M
CCP
956
Cunning Capital Partners
North Carolina
$3.03M
WWM
957
Wolff Wiese Magana
California
$3.02M
VST
958
Van Strum & Towne
California
$3.02M
GIO
959
Galilei Investment Office
United Kingdom
$3.02M
UHC
960
Union Heritage Capital
Michigan
$3.02M
ACIM
961
Azimuth Capital Investment Management
Michigan
$3.01M
KC
962
Knuff & Co
California
$3.01M
FB
963
Fulton Bank
Pennsylvania
$2.99M
DAM
964
Doheny Asset Management
California
$2.98M
PFA
965
Peak Financial Advisors
Colorado
$2.98M
MC
966
Moors & Cabot
Massachusetts
$2.97M
NED
967
Nancy E. Dempze
$2.96M
SC
968
Sawyer & Company
Massachusetts
$2.96M
PI
969
Pettee Investors
Connecticut
$2.95M
BFIM
970
Beese Fulmer Investment Management
Ohio
$2.94M
CP
971
Cornerstone Planning
North Carolina
$2.94M
WWM
972
Western Wealth Management
Colorado
$2.94M
TPCW
973
TD Private Client Wealth
New York
$2.94M
PWP
974
Private Wealth Partners
California
$2.93M
HI
975
Harbour Investments
Wisconsin
$2.91M