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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
LIM
1126
Leavell Investment Management
Alabama
$2M
AC
1127
Apella Capital
Connecticut
$1.99M
GI
1128
GLOBALT Investments
Georgia
$1.99M
LSA
1129
Leonteq Securities AG
Switzerland
$1.99M
MT
1130
Midwest Trust
Kansas
$1.99M
FHC
1131
First Horizon Corporation
Tennessee
$1.97M
LDB
1132
Lee, Danner & Bass
Tennessee
$1.97M
BCM
1133
Bridgeway Capital Management
Texas
$1.97M
CWS
1134
Cypress Wealth Services
California
$1.97M
FAM
1135
Fairtree Asset Management
South Africa
$1.96M
GRQ
1136
Gardner Russo & Quinn
Pennsylvania
$1.96M
AAM
1137
Auxier Asset Management
Oregon
$1.95M
LFG
1138
Lazard Frères Gestion
France
$1.95M
BRWA
1139
B. Riley Wealth Advisors
Florida
$1.95M
SF
1140
Symphony Financial
Texas
$1.95M
PAM
1141
Palisade Asset Management
Minnesota
$1.95M
IC
1142
Inkwell Capital
Florida
$1.95M
FNT
1143
First National Trust
Pennsylvania
$1.95M
CFFP
1144
Center for Financial Planning
Michigan
$1.94M
FCP
1145
Fidelis Capital Partners
Florida
$1.94M
NG
1146
Norden Group
Utah
$1.94M
PGWM
1147
Parisi Gray Wealth Management
New Jersey
$1.94M
NIM
1148
Niles Investment Management
Florida
$1.93M
WC
1149
Whitney & Co
New York
$1.93M
SCI
1150
S&CO Inc
Massachusetts
$1.93M