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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
WI
1551
WBI Investments
New Jersey
$917K
7WCP
1552
71 West Capital Partners
Massachusetts
$914K
BTWM
1553
Baker Tilly Wealth Management
Wisconsin
$913K
SWM
1554
Scissortail Wealth Management
Oklahoma
$913K
AWP
1555
Abacus Wealth Partners
California
$911K
WA
1556
Waddell & Associates
Tennessee
$910K
MAA
1557
Matrix Asset Advisors
New York
$906K
CFG
1558
Cooper Financial Group
California
$903K
MWS
1559
MFA Wealth Services
California
$901K
CIAS
1560
Capital Investment Advisory Services
North Carolina
$899K
LWM
1561
LongView Wealth Management
Georgia
$889K
SWM
1562
SeaCrest Wealth Management
New York
$885K
BST
1563
Bath Savings Trust
Maine
$882K
WPW
1564
Warther Private Wealth
Ohio
$881K
CA
1565
Cambridge Advisors
Nebraska
$880K
SFM
1566
Signet Financial Management
New Jersey
$873K
TSS
1567
Taylor Securities Services
Pennsylvania
$872K
GWANC
1568
Guardian Wealth Advisors (North Carolina)
North Carolina
$872K
RMP
1569
Richards, Merrill & Peterson
Washington
$871K
CAM
1570
Cidel Asset Management
Ontario, Canada
$871K
DFA
1571
Delta Financial Advisors
Louisiana
$868K
OCM
1572
Orleans Capital Management
Louisiana
$867K
BMC
1573
Benin Management Corp
Connecticut
$866K
IAN
1574
Integrated Advisors Network
Texas
$853K
LW
1575
Linscomb Wealth
Texas
$850K