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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
AAS
1451
Ameritas Advisory Services
Nebraska
$1.13M
GSWM
1452
Golden State Wealth Management
California
$1.13M
WBC
1453
Westpac Banking Corp
Australia
$1.13M
EFG
1454
Embree Financial Group
Illinois
$1.12M
VFA
1455
Values First Advisors
Tennessee
$1.12M
TCM
1456
Triumph Capital Management
Colorado
$1.12M
UAS
1457
United Asset Strategies
New York
$1.12M
DSC
1458
Duncker Streett & Co
Missouri
$1.11M
PWA
1459
Portus Wealth Advisors
North Carolina
$1.11M
IWA
1460
IBEX Wealth Advisors
New Jersey
$1.11M
SEIA
1461
Signature Estate & Investment Advisors
California
$1.11M
PGCM
1462
Prescott Group Capital Management
Oklahoma
$1.11M
VV
1463
Verity & Verity
South Carolina
$1.1M
KWA
1464
Kingswood Wealth Advisors
California
$1.1M
LS
1465
Livforsakringsbolaget Skandia
Sweden
$1.1M
SACTSONJ
1466
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.1M
EW
1467
Elyxium Wealth
California
$1.1M
APW
1468
Aventura Private Wealth
Florida
$1.1M
SB
1469
Sunflower Bank
Texas
$1.1M
CCM
1470
Conway Capital Management
California
$1.1M
DCM
1471
Davidson Capital Management
Texas
$1.09M
FMI
1472
Frec Markets Inc
California
$1.09M
SC
1473
Saybrook Capital
North Carolina
$1.09M
LA
1474
Lifeworks Advisors
Michigan
$1.09M
MLL
1475
Moody Lynn & Lieberson
Massachusetts
$1.09M