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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
TFP
1076
Tilia Fiduciary Partners
North Carolina
$2.29M
WR
1077
WD Rutherford
Oregon
$2.28M
CP
1078
CenterBook Partners
Connecticut
$2.28M
FWCM
1079
Ferguson Wellman Capital Management
Oregon
$2.28M
OE
1080
OFS Enterprise
Nebraska
$2.27M
SC
1081
Sapient Capital
Indiana
$2.26M
BHBT
1082
Burke & Herbert Bank & Trust
Virginia
$2.26M
HCM
1083
Hall Capital Management
Rhode Island
$2.26M
CS
1084
Cannell & Spears
New York
$2.25M
ES
1085
Element Squared
Minnesota
$2.23M
SS
1086
Sunbelt Securities
Texas
$2.22M
CSC
1087
Caldwell Sutter Capital
California
$2.22M
MPWT
1088
MassMutual Private Wealth & Trust
Connecticut
$2.22M
XWM
1089
Xcel Wealth Management
Florida
$2.21M
AC
1090
Arjuna Capital
North Carolina
$2.21M
DCA
1091
DSG Capital Advisors
Minnesota
$2.21M
BPC
1092
Banque Pictet & Cie
Switzerland
$2.2M
HIM
1093
Hillsdale Investment Management
Ontario, Canada
$2.2M
SAM
1094
Sawgrass Asset Management
Florida
$2.2M
VC
1095
Veracity Capital
Georgia
$2.19M
TWIM
1096
TIAA Wealth Investment Management
New York
$2.19M
GWP
1097
Gen-Wealth Partners
Michigan
$2.18M
BB
1098
Berkshire Bank
Massachusetts
$2.17M
SSCA
1099
South Shore Capital Advisors
Massachusetts
$2.16M
HDA
1100
Harold Davidson & Associates
California
$2.15M