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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
FBT
1351
First Bank & Trust
South Dakota
$1.31M
TFS
1352
Thoroughbred Financial Services
Tennessee
$1.31M
PCH
1353
PGIM Custom Harvest
New Jersey
$1.31M
FCM
1354
Family Capital Management
Michigan
$1.3M
MAA
1355
Mraz Amerine & Associates
California
$1.3M
HIA
1356
Harbor Investment Advisory
Maryland
$1.3M
SC
1357
Schulhoff & Co
Ohio
$1.3M
BWP
1358
BSW Wealth Partners
Colorado
$1.3M
TIM
1359
Triad Investment Management
California
$1.3M
IA
1360
IFG Advisors
Missouri
$1.3M
PWG
1361
Portside Wealth Group
Utah
$1.29M
ANB
1362
Amarillo National Bank
Texas
$1.29M
SIA
1363
Soltis Investment Advisors
Utah
$1.29M
NLP
1364
Next Level Private
New York
$1.29M
BAM
1365
Boyar Asset Management
New York
$1.29M
BFC
1366
Bedel Financial Consulting
Indiana
$1.28M
FFN
1367
Focus Financial Network
Minnesota
$1.28M
RWM
1368
Riverbend Wealth Management
South Carolina
$1.28M
LTAS
1369
Linden Thomas Advisory Services
North Carolina
$1.28M
SF
1370
Sun Financial
Utah
$1.27M
AB
1371
Atlas Brown
Kentucky
$1.27M
RIG
1372
RiverFront Investment Group
Virginia
$1.27M
CHAM
1373
Clear Harbor Asset Management
Connecticut
$1.27M
RIA
1374
Realta Investment Advisors
Delaware
$1.26M
Koshinski Asset Management
1375
Koshinski Asset Management
Illinois
$1.26M