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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
EFG
1276
Everhart Financial Group
Ohio
$1.52M -$514K -1,533 -23%
SOAMC
1277
Spirit of America Management Corp
New York
$1.51M
CAMG
1278
CWA Asset Management Group
Florida
$1.51M -$131K -391 -7%
APC
1279
Aspire Private Capital
North Carolina
$1.51M -$53K -158 -3%
TF
1280
Tompkins Financial
New York
$1.5M +$177K +527 +12%
NS
1281
NBC Securities
Alabama
$1.5M -$192K -573 -10%
WA
1282
Wealth Alliance
New York
$1.5M +$21.8K +65 +1%
TCWA
1283
Turtle Creek Wealth Advisors
Texas
$1.49M +$236K +704 +17%
NHC
1284
Nicholas Hoffman & Company
Georgia
$1.49M +$671 +2 +0%
ICP
1285
Interchange Capital Partners
Pennsylvania
$1.49M -$129K -386 -7%
GS
1286
GTS Securities
New York
$1.49M -$2.5M -7,443 -60%
BOH
1287
Bank of Hawaii
Hawaii
$1.49M -$4.69K -14 -0.3%
TPI
1288
Trust Point Inc
Wisconsin
$1.49M +$118K +351 +8%
RBA
1289
Richard Bernstein Advisors
New York
$1.48M +$1.64M +4,901 New
WCM
1290
Weik Capital Management
Pennsylvania
$1.48M -$35.2K -105 -2%
VF
1291
Virtu Financial
New York
$1.47M -$2.31M -6,884 -59%
PC
1292
Parrish Capital
Georgia
$1.47M -$213K -634 -12%
MAM
1293
Mystic Asset Management
Rhode Island
$1.47M +$30.2K +90 +2%
LFG
1294
Larson Financial Group
Missouri
$1.47M +$262K +781 +19%
CFG
1295
Carr Financial Group
Massachusetts
$1.46M -$25.8K -77 -2%
AI
1296
Accredited Investors
Minnesota
$1.46M -$43.3K -129 -3%
AWM
1297
Accurate Wealth Management
Florida
$1.46M -$44.9K -134 -3%
SIA
1298
Schear Investment Advisers
Ohio
$1.46M +$20.1K +60 +1%
BLFG
1299
Brian Low Financial Group
Louisiana
$1.46M +$674K +2,011 +72%
AIP
1300
Ameritas Investment Partners
Nebraska
$1.45M +$335 +1 +0%