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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
MLL
1476
Moody Lynn & Lieberson
Massachusetts
$1.09M -$4.06M -12,109 -77%
CWM
1477
Cornerstone Wealth Management
Missouri
$1.09M -$74.4K -222 -6%
BB
1478
Bell Bank
North Dakota
$1.09M +$1.68K +5 +0.1%
OCA
1479
Odyssey Capital Advisors
Pennsylvania
$1.08M +$133K +396 +12%
CWG
1480
Cornerstone Wealth Group
North Carolina
$1.08M +$217K +646 +24%
ACGA
1481
Atlanta Consulting Group Advisors
Georgia
$1.08M -$3.69K -11 -0.3%
SCM
1482
SKBA Capital Management
California
$1.08M -$44.6K -133 -4%
Axa
1483
Axa
France
$1.08M -$268K -798 -18%
WP
1484
Westmount Partners
California
$1.08M +$462K +1,377 +63%
RWS
1485
Resolute Wealth Strategies
Mississippi
$1.08M +$145K +432 +14%
BMA
1486
Brooks Moore & Associates
Tennessee
$1.07M -$201K -600 -15%
EIC
1487
Equity Investment Corp
Georgia
$1.06M -$821K -2,448 -41%
HFW
1488
Horizon Family Wealth
Illinois
$1.06M +$458K +1,366 +64%
BVP
1489
Bristlecone Value Partners
California
$1.05M +$1.17M +3,484 New
PL
1490
PeakShares LLC
Florida
$1.05M +$279K +831 +31%
VCP
1491
Verus Capital Partners
Arizona
$1.05M -$8.72K -26 -0.7%
CIM
1492
Cambria Investment Management
California
$1.05M -$70.1K -209 -6%
AIC
1493
Argus Investors Counsel
New York
$1.05M -$135K -403 -10%
FF
1494
Francis Financial
$1.04M +$644K +1,920 +125%
QFA
1495
Quantum Financial Advisors
California
$1.04M +$41.6K +124 +4%
DWM
1496
Defined Wealth Management
Oregon
$1.04M -$2.68K -8 -0.2%
FFS
1497
Founders Financial Securities
Maryland
$1.04M -$252K -751 -19%
AFP
1498
Ausdal Financial Partners
Iowa
$1.04M +$267K +797 +30%
WCM
1499
Weaver Capital Management
Georgia
$1.04M -$72.8K -217 -6%
SAIG
1500
Semper Augustus Investments Group
Colorado
$1.04M -$1.68K -5 -0.1%