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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
CNBTD
1026
Citizens National Bank Trust Department
Mississippi
$2.59M
BBA
1027
BLB&B Advisors
Pennsylvania
$2.59M
FCM
1028
Fire Capital Management
California
$2.58M
GC
1029
GFG Capital
Florida
$2.58M
PWP
1030
Principle Wealth Partners
Connecticut
$2.57M
HR
1031
Hardy Reed
Mississippi
$2.56M
SWA
1032
SOA Wealth Advisors
New York
$2.55M
WIC
1033
Woodmont Investment Counsel
Tennessee
$2.55M
BIA
1034
Bigelow Investment Advisors
Maine
$2.54M
BA
1035
Bridgewater Advisors
New York
$2.54M
ALAM
1036
Asahi Life Asset Management
Japan
$2.54M
BAM
1037
BCV Asset Management
$2.53M
MHIC
1038
Marble Harbor Investment Counsel
Massachusetts
$2.52M
NEAM
1039
New England Asset Management
Connecticut
$2.52M
NI
1040
Natural Investments
California
$2.52M
TAM
1041
Tealwood Asset Management
Minnesota
$2.52M
BFA
1042
Beaumont Financial Advisors
Massachusetts
$2.52M
PMG
1043
ProVise Management Group
Florida
$2.51M
HFM
1044
Hartford Funds Management
Pennsylvania
$2.49M
GIA
1045
Gateway Investment Advisers
Ohio
$2.49M
ACM
1046
Accent Capital Management
Ohio
$2.47M
SAI
1047
Savvy Advisors Inc
New York
$2.46M
HCMG
1048
Howard Capital Management Group
California
$2.46M
BFA
1049
Buttonwood Financial Advisors
Maryland
$2.45M
PIM
1050
Penobscot Investment Management
Massachusetts
$2.45M