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
VFA
1451
Values First Advisors
Tennessee
$1.12M
TCM
1452
Triumph Capital Management
Colorado
$1.12M
UAS
1453
United Asset Strategies
New York
$1.12M
DSC
1454
Duncker Streett & Co
Missouri
$1.11M
PWA
1455
Portus Wealth Advisors
North Carolina
$1.11M
IWA
1456
IBEX Wealth Advisors
New Jersey
$1.11M
SEIA
1457
Signature Estate & Investment Advisors
California
$1.11M
PGCM
1458
Prescott Group Capital Management
Oklahoma
$1.11M
VV
1459
Verity & Verity
South Carolina
$1.1M
KWA
1460
Kingswood Wealth Advisors
California
$1.1M
LS
1461
Livforsakringsbolaget Skandia
Sweden
$1.1M
SACTSONJ
1462
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.1M
EW
1463
Elyxium Wealth
California
$1.1M
APW
1464
Aventura Private Wealth
Florida
$1.1M
SB
1465
Sunflower Bank
Texas
$1.1M
CCM
1466
Conway Capital Management
California
$1.1M
DCM
1467
Davidson Capital Management
Texas
$1.09M
FMI
1468
Frec Markets Inc
California
$1.09M
SC
1469
Saybrook Capital
North Carolina
$1.09M
LA
1470
Lifeworks Advisors
Michigan
$1.09M
MLL
1471
Moody Lynn & Lieberson
Massachusetts
$1.09M
CWM
1472
Cornerstone Wealth Management
Missouri
$1.09M
BB
1473
Bell Bank
North Dakota
$1.09M
OCA
1474
Odyssey Capital Advisors
Pennsylvania
$1.08M
CWG
1475
Cornerstone Wealth Group
North Carolina
$1.08M