We are live on ! Find out more
AXP icon

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