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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
AW
1301
Alaethes Wealth
Nevada
$1.45M
IA
1302
Icon Advisers
Colorado
$1.45M
MFG
1303
Magnus Financial Group
New York
$1.45M
LRPA
1304
L. Roy Papp & Associates
Arizona
$1.45M
MDA
1305
Minot DeBlois Advisors
Massachusetts
$1.44M
LNB
1306
Ledyard National Bank
$1.42M
WAP
1307
Wealthcare Advisory Partners
Pennsylvania
$1.42M
MWA
1308
Muirfield Wealth Advisors
North Carolina
$1.42M
MIA
1309
MainStreet Investment Advisors
Illinois
$1.41M
FCAS
1310
First Command Advisory Services
Texas
$1.41M
SW
1311
SVB Wealth
Massachusetts
$1.41M
TWA
1312
TCI Wealth Advisors
Arizona
$1.41M
AWA
1313
Ark Wealth Advisors
California
$1.41M
LCM
1314
Leisure Capital Management
California
$1.41M
PP
1315
Patten & Patten
Tennessee
$1.4M
PK
1316
Pflug Koory
Nebraska
$1.4M
RT
1317
Rockland Trust
Massachusetts
$1.4M
AA
1318
Armis Advisers
Georgia
$1.4M
IAIM
1319
International Assets Investment Management
Florida
$1.4M
PWM
1320
Proathlete Wealth Management
Florida
$1.39M
SC
1321
Stance Capital
Massachusetts
$1.39M
TPWM
1322
Twelve Points Wealth Management
Massachusetts
$1.39M
SFG
1323
SageGuard Financial Group
Tennessee
$1.39M
CFGA
1324
Cambridge Financial Group (Arizona)
Arizona
$1.38M
Simplex Trading
1325
Simplex Trading
Illinois
$1.38M