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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
MDA
1301
Minot DeBlois Advisors
Massachusetts
$1.44M
LNB
1302
Ledyard National Bank
$1.42M
WAP
1303
Wealthcare Advisory Partners
Pennsylvania
$1.42M
MWA
1304
Muirfield Wealth Advisors
North Carolina
$1.42M
MIA
1305
MainStreet Investment Advisors
Illinois
$1.41M
FCAS
1306
First Command Advisory Services
Texas
$1.41M
SW
1307
SVB Wealth
Massachusetts
$1.41M
TWA
1308
TCI Wealth Advisors
Arizona
$1.41M
AWA
1309
Ark Wealth Advisors
California
$1.41M
LCM
1310
Leisure Capital Management
California
$1.41M
PP
1311
Patten & Patten
Tennessee
$1.4M
PK
1312
Pflug Koory
Nebraska
$1.4M
RT
1313
Rockland Trust
Massachusetts
$1.4M
AA
1314
Armis Advisers
Georgia
$1.4M
IAIM
1315
International Assets Investment Management
Florida
$1.4M
PWM
1316
Proathlete Wealth Management
Florida
$1.39M
SC
1317
Stance Capital
Massachusetts
$1.39M
TPWM
1318
Twelve Points Wealth Management
Massachusetts
$1.39M
SFG
1319
SageGuard Financial Group
Tennessee
$1.39M
CFGA
1320
Cambridge Financial Group (Arizona)
Arizona
$1.38M
Simplex Trading
1321
Simplex Trading
Illinois
$1.38M
LCM
1322
Laurion Capital Management
New York
$1.37M
SAM
1323
Sompo Asset Management
Japan
$1.37M
MAM
1324
Morse Asset Management
Connecticut
$1.37M
EFS
1325
Essex Financial Services
Connecticut
$1.37M