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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
WT
1401
Washington Trust
Rhode Island
$1.2M +$7.38K +22 +0.6%
AFG
1402
Allegheny Financial Group
Pennsylvania
$1.2M +$11.7K +35 +0.9%
PFA
1403
Pathway Financial Advisers
Indiana
$1.2M +$130K +387 +11%
TWM
1404
Trueblood Wealth Management
Ohio
$1.19M -$78.1K -233 -6%
BIM
1405
Bridges Investment Management
Nebraska
$1.19M -$2.68K -8 -0.2%
FFA
1406
Founders Financial Alliance
North Carolina
$1.19M +$103K +307 +8%
LA
1407
LVW Advisors
New York
$1.19M +$194K +580 +17%
HDIM
1408
Hanson & Doremus Investment Management
Vermont
$1.19M -$23.1K -69 -2%
AIM
1409
Aspen Investment Management
Michigan
$1.19M +$30.5K +91 +2%
FMN
1410
Financial Management Network
California
$1.19M -$335 -1 -0%
BB
1411
Burford Brothers
Texas
$1.19M +$22.5K +67 +2%
AA
1412
Advisory Alpha
Michigan
$1.19M +$69.7K +208 +6%
OC
1413
Oakworth Capital
Alabama
$1.18M
CANC
1414
Culbertson A N & Co
Virginia
$1.18M
TYCC
1415
Texas Yale Capital Corp
Florida
$1.18M +$88.9K +265 +7%
MAM
1416
McLaughlin Asset Management
Illinois
$1.18M -$45.9K -137 -3%
BJF
1417
Blue Jean Financial
New York
$1.18M -$34.9K -104 -3%
FFA
1418
First Foundation Advisors
California
$1.18M +$26.8K +80 +2%
IIM
1419
Ipswich Investment Management
Massachusetts
$1.18M -$42.2K -126 -3%
AWM
1420
Angeles Wealth Management
California
$1.17M +$92.5K +276 +8%
MIM
1421
MTM Investment Management
South Carolina
$1.17M
AHL
1422
Abel Hall LLC
Louisiana
$1.17M +$23.8K +71 +2%
EIM
1423
Ervin Investment Management
Washington
$1.17M -$28.5K -85 -2%
GWA
1424
Gratus Wealth Advisors
Virginia
$1.17M -$6.04K -18 -0.5%
OFS
1425
Orrstown Financial Services
Pennsylvania
$1.17M -$38.6K -115 -3%