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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
EI
1426
Ellevest Inc
New York
$1.16M +$41.9K +125 +3%
PFA
1427
Pure Financial Advisors
California
$1.16M +$41.6K +124 +3%
HAIM
1428
Hunter Associates Investment Management
Pennsylvania
$1.16M +$385K +1,148 +42%
TAFW
1429
Tred Avon Family Wealth
Maryland
$1.16M -$124K -371 -9%
QC
1430
Quent Capital
New York
$1.16M -$76.1K -227 -6%
I
1431
INVST
Indiana
$1.16M -$231K -688 -15%
BCM
1432
Bannerstone Capital Management
Minnesota
$1.16M +$15.8K +47 +1%
MCM
1433
Mattern Capital Management
Colorado
$1.16M +$294K +878 +30%
BTI
1434
Blue Trust Inc
Georgia
$1.16M -$1.08M -3,232 -46%
HBT
1435
Hills Bank & Trust
Iowa
$1.15M +$39.6K +118 +3%
TC
1436
TownSquare Capital
Utah
$1.15M +$157K +468 +14%
RMC
1437
Resources Management Corp
Connecticut
$1.15M -$97.2K -290 -7%
PP
1438
PDT Partners
New York
$1.15M
PWAM
1439
Private Wealth Asset Management
Iowa
$1.15M -$11.7K -35 -0.9%
SRC
1440
Sage Rhino Capital
California
$1.15M -$6.71K -20 -0.5%
FCFC
1441
First Commonwealth Financial Corp
Pennsylvania
$1.14M +$1.27M +3,783 New
RMCM
1442
Reynders McVeigh Capital Management
Massachusetts
$1.14M +$92.2K +275 +8%
RWM
1443
Revisor Wealth Management
Ohio
$1.14M -$18.8K -56 -1%
EPIM
1444
Evelyn Partners Investment Management
$1.14M -$5.03K -15 -0.4%
AWM
1445
Aprio Wealth Management
Georgia
$1.14M +$146K +435 +13%
CA
1446
Centerpoint Advisors
Massachusetts
$1.14M -$40.2K -120 -3%
I
1447
InvesTrust
Oklahoma
$1.13M
PTP
1448
Platform Technology Partners
New York
$1.13M +$106K +315 +9%
MW
1449
Marble Wealth
Alabama
$1.13M -$307K -915 -20%
CA
1450
Crumly & Associates
Illinois
$1.13M +$91.5K +273 +8%