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American Express

2,885 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, 1,218 reducing their positions, and 283 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $2.31B | Put options by funds: $2.04B

0.92% less ownership

Funds ownership: 85.23%84.31% (-0.92%)

5% less funds holding

Funds holding: 3,0262,885 (-141)

12% less repeat investments, than reductions

Existing positions increased: 1,069 | Existing positions reduced: 1,218

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
2,885
Holders Change
-141
Holders Change %
-4.66%
% of All Funds
35.54%
Holding in Top 10
71
Holding in Top 10 Change
-36
Holding in Top 10 Change %
-33.64%
% of All Funds
0.87%
New
188
Increased
1,069
Reduced
1,218
Closed
283
Calls
$2.31B
Puts
$2.04B
Net Calls
+$265M
Net Calls Change
+$265M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
1551
PDS Planning
Ohio
$924K -$19.1K -57 -2%
LWMM
1552
Legacy Wealth Management (Mississippi)
Mississippi
$924K +$13.4K +40 +1%
TPW
1553
Talon Private Wealth
Florida
$923K +$1.02M +3,051 New
LAI
1554
Legal Advantage Investments
California
$923K +$168K +500 +20%
CFP
1555
Catalyst Financial Partners
Massachusetts
$922K +$63K +188 +7%
TWM
1556
Tradition Wealth Management
Minnesota
$920K +$16.8K +50 +2%
GFG
1557
Greystone Financial Group
Michigan
$919K -$12.7M -37,947 -93%
WI
1558
WBI Investments
New Jersey
$917K -$1.64M -4,879 -62%
7WCP
1559
71 West Capital Partners
Massachusetts
$914K +$255K +762 +34%
BTWM
1560
Baker Tilly Wealth Management
Wisconsin
$913K -$46.6K -139 -4%
SWM
1561
Scissortail Wealth Management
Oklahoma
$913K
AWP
1562
Abacus Wealth Partners
California
$911K -$97.2K -290 -9%
WA
1563
Waddell & Associates
Tennessee
$910K +$119K +355 +13%
MAA
1564
Matrix Asset Advisors
New York
$906K -$23.5K -70 -2%
CFG
1565
Cooper Financial Group
California
$903K -$66.1K -197 -6%
MWS
1566
MFA Wealth Services
California
$901K +$39.6K +118 +4%
CIAS
1567
Capital Investment Advisory Services
North Carolina
$899K -$1.01K -3 -0.1%
LWM
1568
LongView Wealth Management
Georgia
$889K -$51.3K -153 -5%
SWM
1569
SeaCrest Wealth Management
New York
$885K -$56.3K -168 -5%
BST
1570
Bath Savings Trust
Maine
$882K -$2.35K -7 -0.2%
WPW
1571
Warther Private Wealth
Ohio
$881K +$33.5K +100 +4%
CA
1572
Cambridge Advisors
Nebraska
$880K
SFM
1573
Signet Financial Management
New Jersey
$873K +$40.6K +121 +4%
TSS
1574
Taylor Securities Services
Pennsylvania
$872K
GWANC
1575
Guardian Wealth Advisors (North Carolina)
North Carolina
$872K +$6.37K +19 +0.7%