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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
NP
1526
Nilsine Partners
Colorado
$975K
SBFM
1527
S-Bank Fund Management
Finland
$973K
HR
1528
Howe & Rusling
New York
$965K
MCC
1529
Money Concepts Capital
Florida
$965K
NFSG
1530
Newbridge Financial Services Group
Florida
$962K
LFA
1531
Legacy Financial Advisors
Kentucky
$960K
CA
1532
Continuum Advisory
Idaho
$957K
EFG
1533
Elevated Financial Group
Indiana
$954K
PCM
1534
Palisade Capital Management
New Jersey
$947K
UAML
1535
US Asset Management LLC
Pennsylvania
$945K
SWMG
1536
Signature Wealth Management Group
Georgia
$944K
CCA
1537
Childress Capital Advisors
Texas
$943K
RIA
1538
Richwood Investment Advisors
Ohio
$942K
WA
1539
Westfuller Advisors
New York
$940K
LAM
1540
Lewis Asset Management
California
$940K
PTC
1541
Philadelphia Trust Company
Pennsylvania
$936K
CG
1542
CFO4Life Group
Texas
$935K
NG
1543
Novem Group
New York
$935K
IA
1544
Insight Advisors
Pennsylvania
$933K
MFA
1545
Mayflower Financial Advisors
Massachusetts
$933K
CYG
1546
Clean Yield Group
Vermont
$931K
QWP
1547
Quotient Wealth Partners
Texas
$926K
WAS
1548
Wealth Advisory Solutions
Indiana
$925K
ZI
1549
ZEGA Investments
Florida
$925K
PP
1550
PDS Planning
Ohio
$924K