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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
EHC
1176
Everett Harris & Co
California
$1.83M
MPWS
1177
McCarter Private Wealth Services
Massachusetts
$1.82M
LCG
1178
Lakeshore Capital Group
Illinois
$1.81M
PPWM
1179
Paragon Private Wealth Management
Kentucky
$1.81M
CCA
1180
Checchi Capital Advisers
California
$1.8M
DWM
1181
Dakota Wealth Management
Florida
$1.8M
YIA
1182
YHB Investment Advisors
Connecticut
$1.79M
VIM
1183
Vinva Investment Management
Australia
$1.79M
BP
1184
BNP Paribas
France
$1.79M
CCA
1185
Cadent Capital Advisors
Oklahoma
$1.79M
NWAG
1186
Net Worth Advisory Group
Utah
$1.78M
GW
1187
Griffith & Werner
Georgia
$1.78M
HWP
1188
Highline Wealth Partners
California
$1.78M
SIA
1189
Strategic Investment Advisors
Michigan
$1.78M
LEA
1190
Legacy Edge Advisors
New York
$1.77M
PTC
1191
Private Trust Company
Ohio
$1.77M
CIA
1192
Citadel Investment Advisory
Ohio
$1.76M
RE
1193
Rydar Equities
Texas
$1.76M
LWCFA
1194
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.76M
WTA
1195
Washington Trust Advisors
Massachusetts
$1.75M
HIMS
1196
Hager Investment Management Services
New Hampshire
$1.73M
CPG
1197
Cornerstone Planning Group
New Jersey
$1.72M
SFA
1198
Souders Financial Advisors
Ohio
$1.72M
SP
1199
Stonebrook Private
Michigan
$1.72M
CA
1200
Crewe Advisors
Utah
$1.71M