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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
CWM
1476
Cornerstone Wealth Management
Missouri
$1.09M
BB
1477
Bell Bank
North Dakota
$1.09M
OCA
1478
Odyssey Capital Advisors
Pennsylvania
$1.08M
CWG
1479
Cornerstone Wealth Group
North Carolina
$1.08M
ACGA
1480
Atlanta Consulting Group Advisors
Georgia
$1.08M
SCM
1481
SKBA Capital Management
California
$1.08M
Axa
1482
Axa
France
$1.08M
WP
1483
Westmount Partners
California
$1.08M
RWS
1484
Resolute Wealth Strategies
Mississippi
$1.08M
BMA
1485
Brooks Moore & Associates
Tennessee
$1.07M
EIC
1486
Equity Investment Corp
Georgia
$1.06M
HFW
1487
Horizon Family Wealth
Illinois
$1.06M
BVP
1488
Bristlecone Value Partners
California
$1.05M
PL
1489
PeakShares LLC
Florida
$1.05M
VCP
1490
Verus Capital Partners
Arizona
$1.05M
CIM
1491
Cambria Investment Management
California
$1.05M
AIC
1492
Argus Investors Counsel
New York
$1.05M
FF
1493
Francis Financial
$1.04M
QFA
1494
Quantum Financial Advisors
California
$1.04M
DWM
1495
Defined Wealth Management
Oregon
$1.04M
FFS
1496
Founders Financial Securities
Maryland
$1.04M
AFP
1497
Ausdal Financial Partners
Iowa
$1.04M
WCM
1498
Weaver Capital Management
Georgia
$1.04M
SAIG
1499
Semper Augustus Investments Group
Colorado
$1.04M
TIAA Trust, National Association
1500
TIAA Trust, National Association
North Carolina
$1.04M