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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
Koshinski Asset Management
1376
Koshinski Asset Management
Illinois
$1.26M +$110K +327 +8%
GM
1377
GeoWealth Management
Illinois
$1.26M +$55.3K +165 +4%
CAC
1378
Core Alternative Capital
Georgia
$1.25M -$52.3K -156 -4%
MAM
1379
Milestone Asset Management
Pennsylvania
$1.25M +$356K +1,063 +35%
BDFN
1380
Bond & Devick Financial Network
Minnesota
$1.25M
JPWM
1381
Jamison Private Wealth Management
Georgia
$1.24M -$11.4K -34 -0.8%
V
1382
VeraBank
Texas
$1.23M -$13.1K -39 -0.9%
EWM
1383
Evermay Wealth Management
Virginia
$1.23M +$9.05K +27 +0.7%
BMC
1384
Beaton Management Company
Massachusetts
$1.23M +$1.36M +4,071 New
PL
1385
Plancorp LLC
Missouri
$1.23M -$13.1K -39 -1%
KA
1386
Kovack Advisors
Florida
$1.22M -$38.2K -114 -3%
LCM
1387
Landscape Capital Management
New Jersey
$1.22M +$1.35M +4,025 New
KJHP
1388
K.J. Harrison & Partners
Ontario, Canada
$1.21M +$1.34M +4,003 New
GITFIT
1389
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.21M -$168K -500 -11%
MP
1390
Moment Partners
California
$1.21M
AIM
1391
Alhambra Investment Management
Florida
$1.21M +$6.04K +18 +0.5%
EAM
1392
Evanson Asset Management
California
$1.21M
WCM
1393
Winebrenner Capital Management
Kentucky
$1.21M -$16.8K -50 -1%
AR
1394
Advisory Research
Illinois
$1.2M -$65K -194 -5%
PDL
1395
Portfolio Design Labs
California
$1.2M -$370K -1,104 -22%
NWA
1396
Navis Wealth Advisors
New York
$1.2M +$24.8K +74 +2%
PFS
1397
Physicians Financial Services
North Carolina
$1.2M +$50.3K +150 +4%
CFG
1398
Clayton Financial Group
Missouri
$1.2M
KAM
1399
Knightsbridge Asset Management
California
$1.2M -$8.38K -25 -0.6%
PA
1400
Promethium Advisors
Maryland
$1.2M -$10.1K -30 -0.8%