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American Express

2,884 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, 1,218 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
2,884
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
AWA
1176
Aaron Wealth Advisors
Illinois
$1.84M
AC
1177
AlphaCore Capital
California
$1.84M
FCBT
1178
First Citizens Bank & Trust
North Carolina
$1.83M
WC
1179
Weil Company
California
$1.83M
EHC
1180
Everett Harris & Co
California
$1.83M
MPWS
1181
McCarter Private Wealth Services
Massachusetts
$1.82M
LCG
1182
Lakeshore Capital Group
Illinois
$1.81M
PPWM
1183
Paragon Private Wealth Management
Kentucky
$1.81M
CCA
1184
Checchi Capital Advisers
California
$1.8M
DWM
1185
Dakota Wealth Management
Florida
$1.8M
YIA
1186
YHB Investment Advisors
Connecticut
$1.79M
VIM
1187
Vinva Investment Management
Australia
$1.79M
BP
1188
BNP Paribas
France
$1.79M
CCA
1189
Cadent Capital Advisors
Oklahoma
$1.79M
NWAG
1190
Net Worth Advisory Group
Utah
$1.78M
GW
1191
Griffith & Werner
Georgia
$1.78M
HWP
1192
Highline Wealth Partners
California
$1.78M
SIA
1193
Strategic Investment Advisors
Michigan
$1.78M
LEA
1194
Legacy Edge Advisors
New York
$1.77M
PTC
1195
Private Trust Company
Ohio
$1.77M
CIA
1196
Citadel Investment Advisory
Ohio
$1.76M
RE
1197
Rydar Equities
Texas
$1.76M
LWCFA
1198
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.76M
PVI
1199
Pine Valley Investments
New Jersey
$1.75M
WTA
1200
Washington Trust Advisors
Massachusetts
$1.75M