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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
GDP
1451
Great Diamond Partners
Maine
$1.13M -$1.34K -4 -0.1%
AAS
1452
Ameritas Advisory Services
Nebraska
$1.13M +$7.71K +23 +0.6%
GSWM
1453
Golden State Wealth Management
California
$1.13M -$197K -588 -14%
WBC
1454
Westpac Banking Corp
Australia
$1.13M -$180K -538 -13%
EFG
1455
Embree Financial Group
Illinois
$1.12M +$110K +328 +10%
VFA
1456
Values First Advisors
Tennessee
$1.12M +$26.2K +78 +2%
TCM
1457
Triumph Capital Management
Colorado
$1.12M +$1.1M +3,274 +783%
UAS
1458
United Asset Strategies
New York
$1.12M +$24.8K +74 +2%
DSC
1459
Duncker Streett & Co
Missouri
$1.11M +$168K +500 +16%
PWA
1460
Portus Wealth Advisors
North Carolina
$1.11M -$18.4K -55 -1%
IWA
1461
IBEX Wealth Advisors
New Jersey
$1.11M -$5.49M -16,360 -82%
SEIA
1462
Signature Estate & Investment Advisors
California
$1.11M +$494K +1,473 +67%
PGCM
1463
Prescott Group Capital Management
Oklahoma
$1.11M
VV
1464
Verity & Verity
South Carolina
$1.1M -$180K -536 -13%
KWA
1465
Kingswood Wealth Advisors
California
$1.1M +$54.7K +163 +5%
LS
1466
Livforsakringsbolaget Skandia
Sweden
$1.1M
SACTSONJ
1467
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.1M +$482K +1,438 +65%
EW
1468
Elyxium Wealth
California
$1.1M +$18.4K +55 +2%
APW
1469
Aventura Private Wealth
Florida
$1.1M -$377K -1,123 -24%
SB
1470
Sunflower Bank
Texas
$1.1M +$671 +2 +0.1%
CCM
1471
Conway Capital Management
California
$1.1M
DCM
1472
Davidson Capital Management
Texas
$1.09M -$205K -612 -14%
FMI
1473
Frec Markets Inc
California
$1.09M +$144K +429 +13%
SC
1474
Saybrook Capital
North Carolina
$1.09M
LA
1475
Lifeworks Advisors
Michigan
$1.09M +$342K +1,019 +39%