AXP icon

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
FCM
1151
Fairbanks Capital Management
California
$1.93M
FAFN
1152
First Affirmative Financial Network
Colorado
$1.92M
AC
1153
Avestar Capital
New York
$1.92M
BWP
1154
Balboa Wealth Partners
Arizona
$1.92M
MCP
1155
Miller Capital Partners
Michigan
$1.91M
Capstone Investment Advisors
1156
Capstone Investment Advisors
New York
$1.91M
SYBT
1157
Stock Yards Bank & Trust
Kentucky
$1.9M
PPWP
1158
Premier Path Wealth Partners
New Jersey
$1.9M
AWC
1159
Abundance Wealth Counselors
Pennsylvania
$1.9M
RCM
1160
RMR Capital Management
California
$1.89M
DI
1161
Diligent Investors
California
$1.89M
CP
1162
Canopy Partners
Ohio
$1.88M
PSB
1163
Piscataqua Savings Bank
New Hampshire
$1.88M
EM
1164
Excalibur Management
Massachusetts
$1.88M
CAM
1165
Cozad Asset Management
Illinois
$1.87M
OWP
1166
Obermeyer Wealth Partners
Colorado
$1.87M
TAM
1167
Trust Asset Management
Texas
$1.87M
FCA
1168
Fortis Capital Advisors
Kansas
$1.87M
SP
1169
Stablepoint Partners
Massachusetts
$1.87M
MFG
1170
Monte Financial Group
Connecticut
$1.87M
FCG
1171
Fielder Capital Group
Tennessee
$1.85M
AWA
1172
Aaron Wealth Advisors
Illinois
$1.84M
AC
1173
AlphaCore Capital
California
$1.84M
FCBT
1174
First Citizens Bank & Trust
North Carolina
$1.83M
WC
1175
Weil Company
California
$1.83M