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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
CB
1226
Community Bank
New York
$1.63M
HIP
1227
HUB Investment Partners
Texas
$1.63M
SPC
1228
Spirepoint Private Client
Florida
$1.63M
SFO
1229
Stokes Family Office
Louisiana
$1.63M
NB
1230
Nicolet Bankshares
Wisconsin
$1.62M
CFO
1231
Cambient Family Office
Michigan
$1.62M
GVAG
1232
Great Valley Advisor Group
Delaware
$1.62M
BWM
1233
Bluebird Wealth Management
Massachusetts
$1.62M
DA
1234
Doliver Advisors
Texas
$1.61M
IP
1235
Ignite Planners
California
$1.61M
SWA
1236
Stratos Wealth Advisors
Ohio
$1.61M
VRM
1237
Vectors Research Management
New York
$1.6M
VIA
1238
Virtus Investment Advisers
Connecticut
$1.6M
CMTU
1239
Capital Markets Trading (UK)
United Kingdom
$1.59M
BAAM
1240
Baker Avenue Asset Management
California
$1.59M
TFCM
1241
Taylor Frigon Capital Management
Arizona
$1.59M
BMCM
1242
Bryn Mawr Capital Management
Pennsylvania
$1.59M
DDC
1243
DF Dent & Co
Maryland
$1.59M
NIA
1244
NBZ Investment Advisors
Tennessee
$1.58M
ST
1245
Spinnaker Trust
Maine
$1.58M
LP
1246
LMR Partners
United Kingdom
$1.58M
FFA
1247
Florida Financial Advisors
Florida
$1.58M
CFA
1248
Churchill Financial Advisors
Kentucky
$1.58M
CAL
1249
Capital Analysts LLC
Pennsylvania
$1.57M
MIA
1250
MeadowBrook Investment Advisors
Michigan
$1.57M