AXP icon

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
SIAG
1051
Signet Investment Advisory Group
Rhode Island
$2.45M
BONH
1052
Bank of New Hampshire
New Hampshire
$2.44M
MG
1053
Mather Group
Illinois
$2.43M
WIC
1054
Wilkins Investment Counsel
Massachusetts
$2.42M
BOS
1055
Bank of Stockton
California
$2.4M
VWM
1056
Vivid Wealth Management
Iowa
$2.39M
RIL
1057
Rothschild Investment LLC
Illinois
$2.38M
DA
1058
Dover Advisors
Virginia
$2.38M
HNB
1059
Hilltop National Bank
Wyoming
$2.38M
BAM
1060
Belpointe Asset Management
Nevada
$2.38M
HIC
1061
Holderness Investments Company
North Carolina
$2.37M
FSA
1062
Financial Security Advisor
Virginia
$2.36M
MCM
1063
Mengis Capital Management
Oregon
$2.36M
MA
1064
Mutual Advisors
Nebraska
$2.34M
CPIG
1065
Chicago Partners Investment Group
Illinois
$2.34M
Jennison Associates
1066
Jennison Associates
New York
$2.33M
CWS
1067
Confluence Wealth Services
Pennsylvania
$2.33M
BTD
1068
BankPlus Trust Department
Mississippi
$2.31M
JWM
1069
Jackson Wealth Management
Florida
$2.31M
NAM
1070
NTV Asset Management
West Virginia
$2.31M
MNBTD
1071
Moody National Bank Trust Division
Texas
$2.3M
GTAM
1072
Global Trust Asset Management
Florida
$2.29M
WKWM
1073
Walter & Keenan Wealth Management
Indiana
$2.29M
KC
1074
Kepler Cheuvreux
$2.29M
TRCT
1075
Tower Research Capital (TRC)
New York
$2.29M