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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
FFA
1401
Founders Financial Alliance
North Carolina
$1.19M
LA
1402
LVW Advisors
New York
$1.19M
HDIM
1403
Hanson & Doremus Investment Management
Vermont
$1.19M
AIM
1404
Aspen Investment Management
Michigan
$1.19M
FMN
1405
Financial Management Network
California
$1.19M
BB
1406
Burford Brothers
Texas
$1.19M
AA
1407
Advisory Alpha
Michigan
$1.19M
OC
1408
Oakworth Capital
Alabama
$1.18M
CANC
1409
Culbertson A N & Co
Virginia
$1.18M
TYCC
1410
Texas Yale Capital Corp
Florida
$1.18M
MAM
1411
McLaughlin Asset Management
Illinois
$1.18M
BJF
1412
Blue Jean Financial
New York
$1.18M
FFA
1413
First Foundation Advisors
California
$1.18M
IIM
1414
Ipswich Investment Management
Massachusetts
$1.18M
AWM
1415
Angeles Wealth Management
California
$1.17M
MIM
1416
MTM Investment Management
South Carolina
$1.17M
AHL
1417
Abel Hall LLC
Louisiana
$1.17M
EIM
1418
Ervin Investment Management
Washington
$1.17M
GWA
1419
Gratus Wealth Advisors
Virginia
$1.17M
OFS
1420
Orrstown Financial Services
Pennsylvania
$1.17M
EI
1421
Ellevest Inc
New York
$1.16M
PFA
1422
Pure Financial Advisors
California
$1.16M
HAIM
1423
Hunter Associates Investment Management
Pennsylvania
$1.16M
TAFW
1424
Tred Avon Family Wealth
Maryland
$1.16M
QC
1425
Quent Capital
New York
$1.16M