We are live on ! Find out more
AXP icon

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
SOAMC
1276
Spirit of America Management Corp
New York
$1.51M
CAMG
1277
CWA Asset Management Group
Florida
$1.51M
APC
1278
Aspire Private Capital
North Carolina
$1.51M
TF
1279
Tompkins Financial
New York
$1.5M
NS
1280
NBC Securities
Alabama
$1.5M
WA
1281
Wealth Alliance
New York
$1.5M
TCWA
1282
Turtle Creek Wealth Advisors
Texas
$1.49M
NHC
1283
Nicholas Hoffman & Company
Georgia
$1.49M
ICP
1284
Interchange Capital Partners
Pennsylvania
$1.49M
GS
1285
GTS Securities
New York
$1.49M
BOH
1286
Bank of Hawaii
Hawaii
$1.49M
TPI
1287
Trust Point Inc
Wisconsin
$1.49M
RBA
1288
Richard Bernstein Advisors
New York
$1.48M
WCM
1289
Weik Capital Management
Pennsylvania
$1.48M
VF
1290
Virtu Financial
New York
$1.47M
PC
1291
Parrish Capital
Georgia
$1.47M
MAM
1292
Mystic Asset Management
Rhode Island
$1.47M
LFG
1293
Larson Financial Group
Missouri
$1.47M
CFG
1294
Carr Financial Group
Massachusetts
$1.46M
AI
1295
Accredited Investors
Minnesota
$1.46M
AWM
1296
Accurate Wealth Management
Florida
$1.46M
SIA
1297
Schear Investment Advisers
Ohio
$1.46M
BLFG
1298
Brian Low Financial Group
Louisiana
$1.46M
AIP
1299
Ameritas Investment Partners
Nebraska
$1.45M
A
1300
Argentarii
Ohio
$1.45M