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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
NB
1226
Nicolet Bankshares
Wisconsin
$1.62M
CFO
1227
Cambient Family Office
Michigan
$1.62M
GVAG
1228
Great Valley Advisor Group
Delaware
$1.62M
BWM
1229
Bluebird Wealth Management
Massachusetts
$1.62M
DA
1230
Doliver Advisors
Texas
$1.61M
IP
1231
Ignite Planners
California
$1.61M
SWA
1232
Stratos Wealth Advisors
Ohio
$1.61M
VRM
1233
Vectors Research Management
New York
$1.6M
VIA
1234
Virtus Investment Advisers
Connecticut
$1.6M
CMTU
1235
Capital Markets Trading (UK)
United Kingdom
$1.59M
BAAM
1236
Baker Avenue Asset Management
California
$1.59M
TFCM
1237
Taylor Frigon Capital Management
Arizona
$1.59M
BMCM
1238
Bryn Mawr Capital Management
Pennsylvania
$1.59M
DDC
1239
DF Dent & Co
Maryland
$1.59M
NIA
1240
NBZ Investment Advisors
Tennessee
$1.58M
ST
1241
Spinnaker Trust
Maine
$1.58M
LP
1242
LMR Partners
United Kingdom
$1.58M
FFA
1243
Florida Financial Advisors
Florida
$1.58M
CFA
1244
Churchill Financial Advisors
Kentucky
$1.58M
CAL
1245
Capital Analysts LLC
Pennsylvania
$1.57M
MIA
1246
MeadowBrook Investment Advisors
Michigan
$1.57M
BIAS
1247
Beacon Investment Advisory Services
New Jersey
$1.57M
RAM
1248
Ramirez Asset Management
New York
$1.56M
SA
1249
Strategic Advisors
New York
$1.56M
GC
1250
Garde Capital
Washington
$1.56M