AXP icon

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
I
1426
INVST
Indiana
$1.16M
BCM
1427
Bannerstone Capital Management
Minnesota
$1.16M
MCM
1428
Mattern Capital Management
Colorado
$1.16M
BTI
1429
Blue Trust Inc
Georgia
$1.16M
HBT
1430
Hills Bank & Trust
Iowa
$1.15M
TC
1431
TownSquare Capital
Utah
$1.15M
RMC
1432
Resources Management Corp
Connecticut
$1.15M
PP
1433
PDT Partners
New York
$1.15M
PWAM
1434
Private Wealth Asset Management
Iowa
$1.15M
SRC
1435
Sage Rhino Capital
California
$1.15M
FCFC
1436
First Commonwealth Financial Corp
Pennsylvania
$1.14M
RMCM
1437
Reynders McVeigh Capital Management
Massachusetts
$1.14M
RWM
1438
Revisor Wealth Management
Ohio
$1.14M
EPIM
1439
Evelyn Partners Investment Management
$1.14M
AWM
1440
Aprio Wealth Management
Georgia
$1.14M
CA
1441
Centerpoint Advisors
Massachusetts
$1.14M
I
1442
InvesTrust
Oklahoma
$1.13M
PTP
1443
Platform Technology Partners
New York
$1.13M
MW
1444
Marble Wealth
Alabama
$1.13M
CA
1445
Crumly & Associates
Illinois
$1.13M
GDP
1446
Great Diamond Partners
Maine
$1.13M
AAS
1447
Ameritas Advisory Services
Nebraska
$1.13M
GSWM
1448
Golden State Wealth Management
California
$1.13M
WBC
1449
Westpac Banking Corp
Australia
$1.13M
EFG
1450
Embree Financial Group
Illinois
$1.12M