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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
CI
1251
Cigna Investments
Connecticut
$1.56M
HAG
1252
HighPoint Advisor Group
Illinois
$1.56M
AC
1253
AXQ Capital
New Jersey
$1.56M
CCP
1254
Cane Capital Partners
Louisiana
$1.56M
ACMA
1255
Arbor Capital Management (Alaska)
Alaska
$1.55M
SWM
1256
Sterling Wealth Management
Illinois
$1.55M
AG
1257
AlTi Global
New York
$1.55M
CWM
1258
Chesapeake Wealth Management
Virginia
$1.55M
RCIM
1259
Red Cedar Investment Management
Michigan
$1.55M
SAM
1260
S.A. Mason
Michigan
$1.54M
FP
1261
Factorial Partners
New York
$1.54M
PA
1262
PFG Advisors
Arizona
$1.54M
WA
1263
WealthTrust Axiom
Pennsylvania
$1.54M
AL
1264
Aspiriant LLC
California
$1.54M
BI
1265
Bradyco Inc
Massachusetts
$1.53M
WSC
1266
Wellington Shields & Co
New York
$1.53M
WAC
1267
William Allan Corp
Colorado
$1.53M
BAM
1268
Bell Asset Management
Australia
$1.53M
BWA
1269
Blodgett Wealth Advisors
California
$1.53M
PC
1270
Pecaut & Co
Iowa
$1.52M
EFG
1271
Everhart Financial Group
Ohio
$1.52M
SOAMC
1272
Spirit of America Management Corp
New York
$1.51M
CAMG
1273
CWA Asset Management Group
Florida
$1.51M
APC
1274
Aspire Private Capital
North Carolina
$1.51M
TF
1275
Tompkins Financial
New York
$1.5M