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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
IA
1001
IFC Advisors
California
$2.72M
GCC
1002
Guardian Capital (Canada)
Ontario, Canada
$2.72M
IVP
1003
Intrinsic Value Partners
Arizona
$2.71M
EHWM
1004
Eads & Heald Wealth Management
Georgia
$2.71M
FWA
1005
FOCUS Wealth Advisors
Texas
$2.7M
IPW
1006
Inlet Private Wealth
Florida
$2.7M
TG
1007
TCW Group
California
$2.69M
MA
1008
MCF Advisors
Kentucky
$2.69M
MYLI
1009
Meiji Yasuda Life Insurance
Japan
$2.69M
LWM
1010
Lodestone Wealth Management
Washington
$2.69M
PA
1011
Profund Advisors
Maryland
$2.68M
PI
1012
PFG Investments
New York
$2.67M
IAMOG
1013
Investors Asset Management of Georgia
Georgia
$2.67M
NFG
1014
Nations Financial Group
Iowa
$2.66M
NME
1015
Notis-McConarty Edward
$2.66M
BS
1016
Banco Santander
Spain
$2.65M
LGF
1017
LGT Group Foundation
Liechtenstein
$2.65M
CA
1018
Cannon Advisors
North Carolina
$2.65M
GWP
1019
Gateway Wealth Partners
Wisconsin
$2.64M
VA
1020
VestGen Advisors
Illinois
$2.64M
BAM
1021
Berkshire Asset Management
Pennsylvania
$2.62M
NFA
1022
Northern Financial Advisors
Michigan
$2.62M
OAM
1023
Ostrum Asset Management
France
$2.62M
AIM
1024
Anchor Investment Management
South Carolina
$2.61M
NSUP
1025
NLB Skladi upravljanje premozenja
$2.6M