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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
HIMS
1201
Hager Investment Management Services
New Hampshire
$1.73M
CPG
1202
Cornerstone Planning Group
New Jersey
$1.72M
SFA
1203
Souders Financial Advisors
Ohio
$1.72M
SP
1204
Stonebrook Private
Michigan
$1.72M
CA
1205
Crewe Advisors
Utah
$1.71M
SC
1206
SummitTX Capital
Texas
$1.71M
ABC
1207
Associated Banc-Corp
Wisconsin
$1.7M
KCM
1208
KRS Capital Management
Michigan
$1.7M
OW
1209
Olistico Wealth
Oklahoma
$1.7M
LWANC
1210
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.7M
NSIM
1211
North Star Investment Management
Illinois
$1.69M
SWM
1212
Spire Wealth Management
Virginia
$1.69M
WAM
1213
Wolverine Asset Management
Illinois
$1.69M
BB
1214
Busey Bank
Illinois
$1.68M
3IP
1215
3Chopt Investment Partners
Virginia
$1.68M
HC
1216
Hendley & Co
Ohio
$1.68M
BAM
1217
Beaumont Asset Management
Texas
$1.67M
NWM
1218
Northcape Wealth Management
New York
$1.67M
HH
1219
Hilltop Holdings
Texas
$1.67M
FWTB
1220
First Western Trust Bank
Colorado
$1.66M
ABWM
1221
Alpine Bank Wealth Management
Colorado
$1.65M
AIM
1222
Acropolis Investment Management
Missouri
$1.65M
PCM
1223
Parsons Capital Management
Rhode Island
$1.64M
TCBWMS
1224
Texas Capital Bank Wealth Management Services
Texas
$1.64M
AAP
1225
Arax Advisory Partners
Colorado
$1.63M