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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
HCMG
1051
Howard Capital Management Group
California
$2.46M
BFA
1052
Buttonwood Financial Advisors
Maryland
$2.45M
PIM
1053
Penobscot Investment Management
Massachusetts
$2.45M
SIAG
1054
Signet Investment Advisory Group
Rhode Island
$2.45M
BONH
1055
Bank of New Hampshire
New Hampshire
$2.44M
MG
1056
Mather Group
Illinois
$2.43M
WIC
1057
Wilkins Investment Counsel
Massachusetts
$2.42M
BOS
1058
Bank of Stockton
California
$2.4M
VWM
1059
Vivid Wealth Management
Iowa
$2.39M
RIL
1060
Rothschild Investment LLC
Illinois
$2.38M
DA
1061
Dover Advisors
Virginia
$2.38M
HNB
1062
Hilltop National Bank
Wyoming
$2.38M
BAM
1063
Belpointe Asset Management
Nevada
$2.38M
HIC
1064
Holderness Investments Company
North Carolina
$2.37M
FSA
1065
Financial Security Advisor
Virginia
$2.36M
MCM
1066
Mengis Capital Management
Oregon
$2.36M
MA
1067
Mutual Advisors
Nebraska
$2.34M
CPIG
1068
Chicago Partners Investment Group
Illinois
$2.34M
Jennison Associates
1069
Jennison Associates
New York
$2.33M
CWS
1070
Confluence Wealth Services
Pennsylvania
$2.33M
BTD
1071
BankPlus Trust Department
Mississippi
$2.31M
JWM
1072
Jackson Wealth Management
Florida
$2.31M
NAM
1073
NTV Asset Management
West Virginia
$2.31M
MNBTD
1074
Moody National Bank Trust Division
Texas
$2.3M
GTAM
1075
Global Trust Asset Management
Florida
$2.29M