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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
CAG
1326
Csenge Advisory Group
Florida
$1.37M
HWM
1327
Hohimer Wealth Management
Washington
$1.37M
IRP
1328
Investment Research Partners
Pennsylvania
$1.37M
T
1329
TOBAM
France
$1.36M
SL
1330
Sentry LLC
Tennessee
$1.36M
AA
1331
ALPS Advisors
Colorado
$1.36M
GIM
1332
Guardian Investment Management
California
$1.36M
LCM
1333
Lazari Capital Management
California
$1.36M
LWM
1334
Lyell Wealth Management
California
$1.35M
LCS
1335
Levin Capital Strategies
New York
$1.35M
WF
1336
Whelan Financial
California
$1.35M
TCM
1337
Tufton Capital Management
Maryland
$1.34M
FDS
1338
First Dallas Securities
Texas
$1.34M
SB
1339
Simmons Bank
Arkansas
$1.34M
GKWIM
1340
Gerber Kawasaki Wealth & Investment Management
California
$1.34M
WC
1341
Woodstock Corp
Massachusetts
$1.33M
LA
1342
Legacy Advisors
Pennsylvania
$1.33M
LWL
1343
Leo Wealth LLC
Texas
$1.32M
VIA
1344
Victrix Investment Advisors
Florida
$1.32M
MCM
1345
Manchester Capital Management
Vermont
$1.31M
SIC
1346
Salem Investment Counselors
North Carolina
$1.31M
FBT
1347
First Bank & Trust
South Dakota
$1.31M
TFS
1348
Thoroughbred Financial Services
Tennessee
$1.31M
PCH
1349
PGIM Custom Harvest
New Jersey
$1.31M
FCM
1350
Family Capital Management
Michigan
$1.3M