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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
CCG
976
Ceeto Capital Group
Florida
$2.9M
PWM
977
Parkshore Wealth Management
California
$2.9M
TC
978
TAGStone Capital
North Carolina
$2.9M
SIM
979
SWP Investment Management
Ohio
$2.89M
QI
980
QV Investors
Alberta, Canada
$2.88M
RCAG
981
Rehmann Capital Advisory Group
Michigan
$2.87M
IFWM
982
Institute for Wealth Management
Colorado
$2.85M
NL
983
NVWM LLC
Pennsylvania
$2.84M
TE
984
Tema ETFs
New York
$2.83M
TCM
985
Twin Capital Management
Pennsylvania
$2.81M
HCA
986
Harbor Capital Advisors
Illinois
$2.81M
KB
987
Kimelman & Baird
New York
$2.81M
UPS
988
UHLMANN PRICE SECURITIES
Illinois
$2.81M
MWM
989
Mindset Wealth Management
Indiana
$2.79M
SFS
990
Solitude Financial Services
Virginia
$2.79M
PFSC
991
Peoples Financial Services Corp
Pennsylvania
$2.78M
PCG
992
Prosperity Consulting Group
Maryland
$2.78M
A
993
AustralianSuper
Australia
$2.78M
VNT
994
Vanguard National Trust
Pennsylvania
$2.77M
GWMR
995
GC Wealth Management RIA
Massachusetts
$2.77M
TBNY
996
Trustco Bank (New York)
New York
$2.76M
LGA
997
Lebenthal Global Advisors
New York
$2.75M
AIM
998
Aigen Investment Management
New York
$2.75M
ACL
999
Applied Capital LLC
Florida
$2.74M
MGIA
1000
Moneta Group Investment Advisors
Missouri
$2.74M