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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
LFA
1526
Legacy Financial Advisors
Kentucky
$960K
CA
1527
Continuum Advisory
Idaho
$957K
EFG
1528
Elevated Financial Group
Indiana
$954K
PCM
1529
Palisade Capital Management
New Jersey
$947K
SWMG
1530
Signature Wealth Management Group
Georgia
$944K
CCA
1531
Childress Capital Advisors
Texas
$943K
RIA
1532
Richwood Investment Advisors
Ohio
$942K
WA
1533
Westfuller Advisors
New York
$940K
LAM
1534
Lewis Asset Management
California
$940K
PTC
1535
Philadelphia Trust Company
Pennsylvania
$936K
CG
1536
CFO4Life Group
Texas
$935K
NG
1537
Novem Group
New York
$935K
IA
1538
Insight Advisors
Pennsylvania
$933K
MFA
1539
Mayflower Financial Advisors
Massachusetts
$933K
CYG
1540
Clean Yield Group
Vermont
$931K
QWP
1541
Quotient Wealth Partners
Texas
$926K
WAS
1542
Wealth Advisory Solutions
Indiana
$925K
ZI
1543
ZEGA Investments
Florida
$925K
PP
1544
PDS Planning
Ohio
$924K
LWMM
1545
Legacy Wealth Management (Mississippi)
Mississippi
$924K
TPW
1546
Talon Private Wealth
Florida
$923K
LAI
1547
Legal Advantage Investments
California
$923K
CFP
1548
Catalyst Financial Partners
Massachusetts
$922K
TWM
1549
Tradition Wealth Management
Minnesota
$920K
GFG
1550
Greystone Financial Group
Michigan
$919K