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American Express

2,885 hedge funds and large institutions have $175B invested in American Express in 2026 Q1 according to their latest regulatory filings, with 189 funds opening new positions, 1,069 increasing their positions, 1,218 reducing their positions, and 283 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $2.31B | Put options by funds: $2.04B

0.92% less ownership

Funds ownership: 85.23%84.31% (-0.92%)

5% less funds holding

Funds holding: 3,0252,885 (-140)

12% less repeat investments, than reductions

Existing positions increased: 1,069 | Existing positions reduced: 1,218

19% less capital invested

Capital invested by funds: $217B → $175B (-$42.1B)

33% less first-time investments, than exits

New positions opened: 189 | Existing positions closed: 283

34% less funds holding in top 10

Funds holding in top 10: 10771 (-36)

Holders
2,885
Holders Change
-140
Holders Change %
-4.63%
% of All Funds
35.54%
Holding in Top 10
71
Holding in Top 10 Change
-36
Holding in Top 10 Change %
-33.64%
% of All Funds
0.87%
New
189
Increased
1,069
Reduced
1,218
Closed
283
Calls
$2.31B
Puts
$2.04B
Net Calls
+$265M
Net Calls Change
+$265M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1351
Salem Investment Counselors
North Carolina
$1.31M -$20.5K -61 -1%
FBT
1352
First Bank & Trust
South Dakota
$1.31M -$580K -1,731 -29%
TFS
1353
Thoroughbred Financial Services
Tennessee
$1.31M +$28.8K +86 +2%
PCH
1354
PGIM Custom Harvest
New Jersey
$1.31M +$319K +951 +28%
FCM
1355
Family Capital Management
Michigan
$1.3M +$125K +374 +10%
MAA
1356
Mraz Amerine & Associates
California
$1.3M
HIA
1357
Harbor Investment Advisory
Maryland
$1.3M -$202K -602 -12%
SC
1358
Schulhoff & Co
Ohio
$1.3M
BWP
1359
BSW Wealth Partners
Colorado
$1.3M +$5.7K +17 +0.4%
TIM
1360
Triad Investment Management
California
$1.3M -$1.29M -3,842 -47%
IA
1361
IFG Advisors
Missouri
$1.3M +$14.4K +43 +1%
PWG
1362
Portside Wealth Group
Utah
$1.29M +$130K +387 +10%
ANB
1363
Amarillo National Bank
Texas
$1.29M +$73.4K +219 +5%
SIA
1364
Soltis Investment Advisors
Utah
$1.29M +$108K +322 +8%
NLP
1365
Next Level Private
New York
$1.29M +$76.1K +227 +6%
BAM
1366
Boyar Asset Management
New York
$1.29M -$2.35K -7 -0.2%
BFC
1367
Bedel Financial Consulting
Indiana
$1.28M -$72.8K -217 -5%
FFN
1368
Focus Financial Network
Minnesota
$1.28M -$232K -692 -14%
RWM
1369
Riverbend Wealth Management
South Carolina
$1.28M -$38.2K -114 -3%
LTAS
1370
Linden Thomas Advisory Services
North Carolina
$1.28M +$96.2K +287 +7%
SF
1371
Sun Financial
Utah
$1.27M +$59.3K +177 +5%
AB
1372
Atlas Brown
Kentucky
$1.27M -$3.02K -9 -0.2%
RIG
1373
RiverFront Investment Group
Virginia
$1.27M +$558K +1,665 +66%
CHAM
1374
Clear Harbor Asset Management
Connecticut
$1.27M +$555K +1,656 +65%
RIA
1375
Realta Investment Advisors
Delaware
$1.26M +$83.8K +250 +6%