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