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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
AC
1176
AlphaCore Capital
California
$1.84M
FCBT
1177
First Citizens Bank & Trust
North Carolina
$1.83M
WC
1178
Weil Company
California
$1.83M
EHC
1179
Everett Harris & Co
California
$1.83M
MPWS
1180
McCarter Private Wealth Services
Massachusetts
$1.82M
LCG
1181
Lakeshore Capital Group
Illinois
$1.81M
PPWM
1182
Paragon Private Wealth Management
Kentucky
$1.81M
CCA
1183
Checchi Capital Advisers
California
$1.8M
DWM
1184
Dakota Wealth Management
Florida
$1.8M
YIA
1185
YHB Investment Advisors
Connecticut
$1.79M
VIM
1186
Vinva Investment Management
Australia
$1.79M
BP
1187
BNP Paribas
France
$1.79M
CCA
1188
Cadent Capital Advisors
Oklahoma
$1.79M
NWAG
1189
Net Worth Advisory Group
Utah
$1.78M
GW
1190
Griffith & Werner
Georgia
$1.78M
HWP
1191
Highline Wealth Partners
California
$1.78M
SIA
1192
Strategic Investment Advisors
Michigan
$1.78M
LEA
1193
Legacy Edge Advisors
New York
$1.77M
PTC
1194
Private Trust Company
Ohio
$1.77M
CIA
1195
Citadel Investment Advisory
Ohio
$1.76M
RE
1196
Rydar Equities
Texas
$1.76M
LWCFA
1197
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.76M
PVI
1198
Pine Valley Investments
New Jersey
$1.75M
WTA
1199
Washington Trust Advisors
Massachusetts
$1.75M
HIMS
1200
Hager Investment Management Services
New Hampshire
$1.73M