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American Express

2,885 hedge funds and large institutions have $175B invested in American Express in 2026 Q1 according to their latest regulatory filings, with 189 funds opening new positions, 1,069 increasing their positions, 1,218 reducing their positions, and 283 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $2.31B | Put options by funds: $2.04B

0.92% less ownership

Funds ownership: 85.23%84.31% (-0.92%)

5% less funds holding

Funds holding: 3,0252,885 (-140)

12% less repeat investments, than reductions

Existing positions increased: 1,069 | Existing positions reduced: 1,218

19% less capital invested

Capital invested by funds: $217B → $175B (-$42.1B)

33% less first-time investments, than exits

New positions opened: 189 | Existing positions closed: 283

34% less funds holding in top 10

Funds holding in top 10: 10771 (-36)

Holders
2,885
Holders Change
-140
Holders Change %
-4.63%
% of All Funds
35.54%
Holding in Top 10
71
Holding in Top 10 Change
-36
Holding in Top 10 Change %
-33.64%
% of All Funds
0.87%
New
189
Increased
1,069
Reduced
1,218
Closed
283
Calls
$2.31B
Puts
$2.04B
Net Calls
+$265M
Net Calls Change
+$265M
Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
1226
Focus Partners Advisor Solutions
Missouri
$1.63M -$86.5K -258 -5%
CB
1227
Community Bank
New York
$1.63M +$13.4K +40 +0.7%
HIP
1228
HUB Investment Partners
Texas
$1.63M +$543K +1,620 +43%
SPC
1229
Spirepoint Private Client
Florida
$1.63M -$18.8K -56 -1%
SFO
1230
Stokes Family Office
Louisiana
$1.63M -$170K -506 -9%
NB
1231
Nicolet Bankshares
Wisconsin
$1.62M +$1.8M +5,370 New
CFO
1232
Cambient Family Office
Michigan
$1.62M +$86.8K +259 +5%
GVAG
1233
Great Valley Advisor Group
Delaware
$1.62M +$225K +670 +14%
BWM
1234
Bluebird Wealth Management
Massachusetts
$1.62M -$504K -1,503 -22%
DA
1235
Doliver Advisors
Texas
$1.61M +$671 +2 +0%
IP
1236
Ignite Planners
California
$1.61M +$38.6K +115 +2%
SWA
1237
Stratos Wealth Advisors
Ohio
$1.61M +$57K +170 +3%
VRM
1238
Vectors Research Management
New York
$1.6M +$33.5K +100 +2%
VIA
1239
Virtus Investment Advisers
Connecticut
$1.6M -$1.34K -4 -0.1%
CMTU
1240
Capital Markets Trading (UK)
United Kingdom
$1.59M +$802K +2,392 +83%
BAAM
1241
Baker Avenue Asset Management
California
$1.59M +$62K +185 +4%
TFCM
1242
Taylor Frigon Capital Management
Arizona
$1.59M -$51.3K -153 -3%
BMCM
1243
Bryn Mawr Capital Management
Pennsylvania
$1.59M +$25.8K +77 +1%
DDC
1244
DF Dent & Co
Maryland
$1.59M +$1.45M +4,317 +461%
NIA
1245
NBZ Investment Advisors
Tennessee
$1.58M
ST
1246
Spinnaker Trust
Maine
$1.58M +$1.01K +3 +0.1%
LP
1247
LMR Partners
United Kingdom
$1.58M +$1.75M +5,212 New
FFA
1248
Florida Financial Advisors
Florida
$1.58M +$253K +756 +17%
CFA
1249
Churchill Financial Advisors
Kentucky
$1.58M +$1.08M +3,235 +164%
CAL
1250
Capital Analysts LLC
Pennsylvania
$1.57M -$126K -375 -7%