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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
SC
1201
SummitTX Capital
Texas
$1.71M
ABC
1202
Associated Banc-Corp
Wisconsin
$1.7M
KCM
1203
KRS Capital Management
Michigan
$1.7M
OW
1204
Olistico Wealth
Oklahoma
$1.7M
LWANC
1205
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.7M
NSIM
1206
North Star Investment Management
Illinois
$1.69M
SWM
1207
Spire Wealth Management
Virginia
$1.69M
WAM
1208
Wolverine Asset Management
Illinois
$1.69M
BB
1209
Busey Bank
Illinois
$1.68M
3IP
1210
3Chopt Investment Partners
Virginia
$1.68M
HC
1211
Hendley & Co
Ohio
$1.68M
BAM
1212
Beaumont Asset Management
Texas
$1.67M
NWM
1213
Northcape Wealth Management
New York
$1.67M
HH
1214
Hilltop Holdings
Texas
$1.67M
FWTB
1215
First Western Trust Bank
Colorado
$1.66M
ABWM
1216
Alpine Bank Wealth Management
Colorado
$1.65M
AIM
1217
Acropolis Investment Management
Missouri
$1.65M
PCM
1218
Parsons Capital Management
Rhode Island
$1.64M
TCBWMS
1219
Texas Capital Bank Wealth Management Services
Texas
$1.64M
AAP
1220
Arax Advisory Partners
Colorado
$1.63M
FPAS
1221
Focus Partners Advisor Solutions
Missouri
$1.63M
CB
1222
Community Bank
New York
$1.63M
HIP
1223
HUB Investment Partners
Texas
$1.63M
SPC
1224
Spirepoint Private Client
Florida
$1.63M
SFO
1225
Stokes Family Office
Louisiana
$1.63M