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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
BB
1101
Berkshire Bank
Massachusetts
$2.17M
SSCA
1102
South Shore Capital Advisors
Massachusetts
$2.16M
HDA
1103
Harold Davidson & Associates
California
$2.15M
BCM
1104
Boltwood Capital Management
California
$2.15M
IP
1105
Intellectus Partners
California
$2.13M
O
1106
Ossiam
France
$2.12M
PCMNC
1107
Piedmont Capital Management (North Carolina)
North Carolina
$2.12M
AF
1108
Ally Financial
Michigan
$2.12M
WMWM
1109
Whitaker-Myers Wealth Managers
Ohio
$2.12M
GBT
1110
Grove Bank & Trust
Florida
$2.11M
NAG
1111
Northstar Advisory Group
New Jersey
$2.09M
WIM
1112
WealthPlan Investment Management
Nebraska
$2.09M
ML
1113
McAdam LLC
Pennsylvania
$2.08M
BIM
1114
Baldwin Investment Management
Pennsylvania
$2.08M
KF
1115
Krilogy Financial
Missouri
$2.06M
FHA
1116
Flagship Harbor Advisors
Massachusetts
$2.06M
FPCP
1117
Fort Point Capital Partners
California
$2.05M
BFG
1118
Beacon Financial Group
Texas
$2.05M
RMAM
1119
Raab & Moskowitz Asset Management
New Jersey
$2.05M
IWA
1120
Icon Wealth Advisors
Texas
$2.05M
MWM
1121
Meridian Wealth Management
Kentucky
$2.04M
CRC
1122
Curi RMB Capital
Illinois
$2.03M
BHPW
1123
Beverly Hills Private Wealth
California
$2.03M
ECML
1124
Eagle Capital Management (Louisiana)
Louisiana
$2.02M
C
1125
Certuity
Florida
$2.01M