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American Express

2,872 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
2,872
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
RC
1501
Rexford Capital
Texas
$1.03M
MFGM
1502
Marshall Financial Group (Maryland)
Maryland
$1.03M
PFGIA
1503
Patriot Financial Group Insurance Agency
Massachusetts
$1.02M
SMH
1504
Sanders Morris Harris
Texas
$1.02M
AO
1505
Advisor OS
Illinois
$1.02M
BG
1506
Bahl & Gaynor
Ohio
$1.02M
SIC
1507
Sigma Investment Counselors
Michigan
$1.02M
ARA
1508
Alexander Randolph Advisory
Virginia
$1.02M
HBT
1509
Heartland Bank & Trust
Illinois
$1.01M
LJAC
1510
L.J. Altfest & Co
New York
$1.01M
UBP
1511
Union Bancaire Privee
Switzerland
$993K
WA
1512
WBH Advisory
Maryland
$993K
AIM
1513
Allen Investment Management
New York
$992K
BAM
1514
Byrne Asset Management
New Jersey
$989K
CTC
1515
Cetera Trust Company
Minnesota
$986K
FWM
1516
FFT Wealth Management
Pennsylvania
$985K
GWM
1517
Geneos Wealth Management
Colorado
$983K
DM
1518
Delphi Management
Massachusetts
$980K
WFAG
1519
Worth Financial Advisory Group
North Carolina
$979K
SW
1520
SteelPeak Wealth
California
$977K
NP
1521
Nilsine Partners
Colorado
$975K
SBFM
1522
S-Bank Fund Management
Finland
$973K
HR
1523
Howe & Rusling
New York
$965K
MCC
1524
Money Concepts Capital
Florida
$965K
NFSG
1525
Newbridge Financial Services Group
Florida
$962K