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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
GM
1376
GeoWealth Management
Illinois
$1.26M
CAC
1377
Core Alternative Capital
Georgia
$1.25M
MAM
1378
Milestone Asset Management
Pennsylvania
$1.25M
BDFN
1379
Bond & Devick Financial Network
Minnesota
$1.25M
JPWM
1380
Jamison Private Wealth Management
Georgia
$1.24M
V
1381
VeraBank
Texas
$1.23M
EWM
1382
Evermay Wealth Management
Virginia
$1.23M
BMC
1383
Beaton Management Company
Massachusetts
$1.23M
PL
1384
Plancorp LLC
Missouri
$1.23M
KA
1385
Kovack Advisors
Florida
$1.22M
LCM
1386
Landscape Capital Management
New Jersey
$1.22M
KJHP
1387
K.J. Harrison & Partners
Ontario, Canada
$1.21M
GITFIT
1388
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.21M
MP
1389
Moment Partners
California
$1.21M
AIM
1390
Alhambra Investment Management
Florida
$1.21M
EAM
1391
Evanson Asset Management
California
$1.21M
WCM
1392
Winebrenner Capital Management
Kentucky
$1.21M
AR
1393
Advisory Research
Illinois
$1.2M
PDL
1394
Portfolio Design Labs
California
$1.2M
NWA
1395
Navis Wealth Advisors
New York
$1.2M
PFS
1396
Physicians Financial Services
North Carolina
$1.2M
CFG
1397
Clayton Financial Group
Missouri
$1.2M
KAM
1398
Knightsbridge Asset Management
California
$1.2M
PA
1399
Promethium Advisors
Maryland
$1.2M
WT
1400
Washington Trust
Rhode Island
$1.2M