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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
EWA
1126
EverSource Wealth Advisors
Alabama
$2.01M
NPT
1127
Nixon Peabody Trust
Massachusetts
$2M
QI
1128
Qtron Investments
Massachusetts
$2M
LIM
1129
Leavell Investment Management
Alabama
$2M
AC
1130
Apella Capital
Connecticut
$1.99M
GI
1131
GLOBALT Investments
Georgia
$1.99M
LSA
1132
Leonteq Securities AG
Switzerland
$1.99M
MT
1133
Midwest Trust
Kansas
$1.99M
FHC
1134
First Horizon Corporation
Tennessee
$1.97M
LDB
1135
Lee, Danner & Bass
Tennessee
$1.97M
BCM
1136
Bridgeway Capital Management
Texas
$1.97M
CWS
1137
Cypress Wealth Services
California
$1.97M
FAM
1138
Fairtree Asset Management
South Africa
$1.96M
GRQ
1139
Gardner Russo & Quinn
Pennsylvania
$1.96M
AAM
1140
Auxier Asset Management
Oregon
$1.95M
LFG
1141
Lazard Frères Gestion
France
$1.95M
BRWA
1142
B. Riley Wealth Advisors
Florida
$1.95M
SF
1143
Symphony Financial
Texas
$1.95M
PAM
1144
Palisade Asset Management
Minnesota
$1.95M
IC
1145
Inkwell Capital
Florida
$1.95M
FNT
1146
First National Trust
Pennsylvania
$1.95M
CFFP
1147
Center for Financial Planning
Michigan
$1.94M
FCP
1148
Fidelis Capital Partners
Florida
$1.94M
NG
1149
Norden Group
Utah
$1.94M
PGWM
1150
Parisi Gray Wealth Management
New Jersey
$1.94M