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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
SAI
1051
Savvy Advisors Inc
New York
$2.46M
HCMG
1052
Howard Capital Management Group
California
$2.46M
BFA
1053
Buttonwood Financial Advisors
Maryland
$2.45M
PIM
1054
Penobscot Investment Management
Massachusetts
$2.45M
SIAG
1055
Signet Investment Advisory Group
Rhode Island
$2.45M
BONH
1056
Bank of New Hampshire
New Hampshire
$2.44M
MG
1057
Mather Group
Illinois
$2.43M
WIC
1058
Wilkins Investment Counsel
Massachusetts
$2.42M
BOS
1059
Bank of Stockton
California
$2.4M
VWM
1060
Vivid Wealth Management
Iowa
$2.39M
RIL
1061
Rothschild Investment LLC
Illinois
$2.38M
DA
1062
Dover Advisors
Virginia
$2.38M
HNB
1063
Hilltop National Bank
Wyoming
$2.38M
BAM
1064
Belpointe Asset Management
Nevada
$2.38M
HIC
1065
Holderness Investments Company
North Carolina
$2.37M
FSA
1066
Financial Security Advisor
Virginia
$2.36M
MCM
1067
Mengis Capital Management
Oregon
$2.36M
MA
1068
Mutual Advisors
Nebraska
$2.34M
CPIG
1069
Chicago Partners Investment Group
Illinois
$2.34M
Jennison Associates
1070
Jennison Associates
New York
$2.33M
CWS
1071
Confluence Wealth Services
Pennsylvania
$2.33M
BTD
1072
BankPlus Trust Department
Mississippi
$2.31M
JWM
1073
Jackson Wealth Management
Florida
$2.31M
NAM
1074
NTV Asset Management
West Virginia
$2.31M
MNBTD
1075
Moody National Bank Trust Division
Texas
$2.3M