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