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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
MAA
1351
Mraz Amerine & Associates
California
$1.3M
HIA
1352
Harbor Investment Advisory
Maryland
$1.3M
SC
1353
Schulhoff & Co
Ohio
$1.3M
BWP
1354
BSW Wealth Partners
Colorado
$1.3M
TIM
1355
Triad Investment Management
California
$1.3M
IA
1356
IFG Advisors
Missouri
$1.3M
PWG
1357
Portside Wealth Group
Utah
$1.29M
ANB
1358
Amarillo National Bank
Texas
$1.29M
SIA
1359
Soltis Investment Advisors
Utah
$1.29M
NLP
1360
Next Level Private
New York
$1.29M
BAM
1361
Boyar Asset Management
New York
$1.29M
BFC
1362
Bedel Financial Consulting
Indiana
$1.28M
FFN
1363
Focus Financial Network
Minnesota
$1.28M
RWM
1364
Riverbend Wealth Management
South Carolina
$1.28M
LTAS
1365
Linden Thomas Advisory Services
North Carolina
$1.28M
SF
1366
Sun Financial
Utah
$1.27M
AB
1367
Atlas Brown
Kentucky
$1.27M
RIG
1368
RiverFront Investment Group
Virginia
$1.27M
CHAM
1369
Clear Harbor Asset Management
Connecticut
$1.27M
RIA
1370
Realta Investment Advisors
Delaware
$1.26M
Koshinski Asset Management
1371
Koshinski Asset Management
Illinois
$1.26M
GM
1372
GeoWealth Management
Illinois
$1.26M
CAC
1373
Core Alternative Capital
Georgia
$1.25M
MAM
1374
Milestone Asset Management
Pennsylvania
$1.25M
BDFN
1375
Bond & Devick Financial Network
Minnesota
$1.25M