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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
NS
1276
NBC Securities
Alabama
$1.5M
WA
1277
Wealth Alliance
New York
$1.5M
TCWA
1278
Turtle Creek Wealth Advisors
Texas
$1.49M
NHC
1279
Nicholas Hoffman & Company
Georgia
$1.49M
ICP
1280
Interchange Capital Partners
Pennsylvania
$1.49M
GS
1281
GTS Securities
New York
$1.49M
BOH
1282
Bank of Hawaii
Hawaii
$1.49M
TPI
1283
Trust Point Inc
Wisconsin
$1.49M
RBA
1284
Richard Bernstein Advisors
New York
$1.48M
WCM
1285
Weik Capital Management
Pennsylvania
$1.48M
VF
1286
Virtu Financial
New York
$1.47M
PC
1287
Parrish Capital
Georgia
$1.47M
MAM
1288
Mystic Asset Management
Rhode Island
$1.47M
LFG
1289
Larson Financial Group
Missouri
$1.47M
CFG
1290
Carr Financial Group
Massachusetts
$1.46M
AI
1291
Accredited Investors
Minnesota
$1.46M
AWM
1292
Accurate Wealth Management
Florida
$1.46M
SIA
1293
Schear Investment Advisers
Ohio
$1.46M
BLFG
1294
Brian Low Financial Group
Louisiana
$1.46M
AIP
1295
Ameritas Investment Partners
Nebraska
$1.45M
A
1296
Argentarii
Ohio
$1.45M
AW
1297
Alaethes Wealth
Nevada
$1.45M
IA
1298
Icon Advisers
Colorado
$1.45M
MFG
1299
Magnus Financial Group
New York
$1.45M
LRPA
1300
L. Roy Papp & Associates
Arizona
$1.45M