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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
JPWM
1376
Jamison Private Wealth Management
Georgia
$1.24M
V
1377
VeraBank
Texas
$1.23M
EWM
1378
Evermay Wealth Management
Virginia
$1.23M
BMC
1379
Beaton Management Company
Massachusetts
$1.23M
PL
1380
Plancorp LLC
Missouri
$1.23M
KA
1381
Kovack Advisors
Florida
$1.22M
LCM
1382
Landscape Capital Management
New Jersey
$1.22M
KJHP
1383
K.J. Harrison & Partners
Ontario, Canada
$1.21M
GITFIT
1384
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.21M
MP
1385
Moment Partners
California
$1.21M
AIM
1386
Alhambra Investment Management
Florida
$1.21M
EAM
1387
Evanson Asset Management
California
$1.21M
WCM
1388
Winebrenner Capital Management
Kentucky
$1.21M
AR
1389
Advisory Research
Illinois
$1.2M
PDL
1390
Portfolio Design Labs
California
$1.2M
NWA
1391
Navis Wealth Advisors
New York
$1.2M
PFS
1392
Physicians Financial Services
North Carolina
$1.2M
CFG
1393
Clayton Financial Group
Missouri
$1.2M
KAM
1394
Knightsbridge Asset Management
California
$1.2M
PA
1395
Promethium Advisors
Maryland
$1.2M
WT
1396
Washington Trust
Rhode Island
$1.2M
AFG
1397
Allegheny Financial Group
Pennsylvania
$1.2M
PFA
1398
Pathway Financial Advisers
Indiana
$1.2M
TWM
1399
Trueblood Wealth Management
Ohio
$1.19M
BIM
1400
Bridges Investment Management
Nebraska
$1.19M