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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
BCM
1101
Boltwood Capital Management
California
$2.15M
IP
1102
Intellectus Partners
California
$2.13M
O
1103
Ossiam
France
$2.12M
PCMNC
1104
Piedmont Capital Management (North Carolina)
North Carolina
$2.12M
AF
1105
Ally Financial
Michigan
$2.12M
WMWM
1106
Whitaker-Myers Wealth Managers
Ohio
$2.12M
GBT
1107
Grove Bank & Trust
Florida
$2.11M
NAG
1108
Northstar Advisory Group
New Jersey
$2.09M
WIM
1109
WealthPlan Investment Management
Nebraska
$2.09M
ML
1110
McAdam LLC
Pennsylvania
$2.08M
BIM
1111
Baldwin Investment Management
Pennsylvania
$2.08M
KF
1112
Krilogy Financial
Missouri
$2.06M
FHA
1113
Flagship Harbor Advisors
Massachusetts
$2.06M
FPCP
1114
Fort Point Capital Partners
California
$2.05M
BFG
1115
Beacon Financial Group
Texas
$2.05M
RMAM
1116
Raab & Moskowitz Asset Management
New Jersey
$2.05M
IWA
1117
Icon Wealth Advisors
Texas
$2.05M
MWM
1118
Meridian Wealth Management
Kentucky
$2.04M
CRC
1119
Curi RMB Capital
Illinois
$2.03M
BHPW
1120
Beverly Hills Private Wealth
California
$2.03M
ECML
1121
Eagle Capital Management (Louisiana)
Louisiana
$2.02M
C
1122
Certuity
Florida
$2.01M
EWA
1123
EverSource Wealth Advisors
Alabama
$2.01M
NPT
1124
Nixon Peabody Trust
Massachusetts
$2M
QI
1125
Qtron Investments
Massachusetts
$2M