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