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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
PFA
1426
Pure Financial Advisors
California
$1.16M
HAIM
1427
Hunter Associates Investment Management
Pennsylvania
$1.16M
TAFW
1428
Tred Avon Family Wealth
Maryland
$1.16M
QC
1429
Quent Capital
New York
$1.16M
I
1430
INVST
Indiana
$1.16M
BCM
1431
Bannerstone Capital Management
Minnesota
$1.16M
MCM
1432
Mattern Capital Management
Colorado
$1.16M
BTI
1433
Blue Trust Inc
Georgia
$1.16M
HBT
1434
Hills Bank & Trust
Iowa
$1.15M
TC
1435
TownSquare Capital
Utah
$1.15M
RMC
1436
Resources Management Corp
Connecticut
$1.15M
PP
1437
PDT Partners
New York
$1.15M
PWAM
1438
Private Wealth Asset Management
Iowa
$1.15M
SRC
1439
Sage Rhino Capital
California
$1.15M
FCFC
1440
First Commonwealth Financial Corp
Pennsylvania
$1.14M
RMCM
1441
Reynders McVeigh Capital Management
Massachusetts
$1.14M
RWM
1442
Revisor Wealth Management
Ohio
$1.14M
EPIM
1443
Evelyn Partners Investment Management
$1.14M
AWM
1444
Aprio Wealth Management
Georgia
$1.14M
CA
1445
Centerpoint Advisors
Massachusetts
$1.14M
I
1446
InvesTrust
Oklahoma
$1.13M
PTP
1447
Platform Technology Partners
New York
$1.13M
MW
1448
Marble Wealth
Alabama
$1.13M
CA
1449
Crumly & Associates
Illinois
$1.13M
GDP
1450
Great Diamond Partners
Maine
$1.13M