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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
CT
1501
Colonial Trust
South Carolina
$1.04M
AW
1502
Alchemi Wealth
Connecticut
$1.03M
OAM
1503
Oak Asset Management
California
$1.03M
AF
1504
Alerus Financial
North Dakota
$1.03M
RC
1505
Rexford Capital
Texas
$1.03M
MFGM
1506
Marshall Financial Group (Maryland)
Maryland
$1.03M
PFGIA
1507
Patriot Financial Group Insurance Agency
Massachusetts
$1.02M
SMH
1508
Sanders Morris Harris
Texas
$1.02M
AO
1509
Advisor OS
Illinois
$1.02M
BG
1510
Bahl & Gaynor
Ohio
$1.02M
SIC
1511
Sigma Investment Counselors
Michigan
$1.02M
ARA
1512
Alexander Randolph Advisory
Virginia
$1.02M
BWA
1513
Basecamp Wealth Advisors
Washington
$1.02M
HBT
1514
Heartland Bank & Trust
Illinois
$1.01M
LJAC
1515
L.J. Altfest & Co
New York
$1.01M
UBP
1516
Union Bancaire Privee
Switzerland
$993K
WA
1517
WBH Advisory
Maryland
$993K
AIM
1518
Allen Investment Management
New York
$992K
BAM
1519
Byrne Asset Management
New Jersey
$989K
CTC
1520
Cetera Trust Company
Minnesota
$986K
FWM
1521
FFT Wealth Management
Pennsylvania
$985K
GWM
1522
Geneos Wealth Management
Colorado
$983K
DM
1523
Delphi Management
Massachusetts
$980K
WFAG
1524
Worth Financial Advisory Group
North Carolina
$979K
SW
1525
SteelPeak Wealth
California
$977K