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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
LWMM
1551
Legacy Wealth Management (Mississippi)
Mississippi
$924K
TPW
1552
Talon Private Wealth
Florida
$923K
LAI
1553
Legal Advantage Investments
California
$923K
CFP
1554
Catalyst Financial Partners
Massachusetts
$922K
TWM
1555
Tradition Wealth Management
Minnesota
$920K
GFG
1556
Greystone Financial Group
Michigan
$919K
WI
1557
WBI Investments
New Jersey
$917K
7WCP
1558
71 West Capital Partners
Massachusetts
$914K
BTWM
1559
Baker Tilly Wealth Management
Wisconsin
$913K
SWM
1560
Scissortail Wealth Management
Oklahoma
$913K
AWP
1561
Abacus Wealth Partners
California
$911K
WA
1562
Waddell & Associates
Tennessee
$910K
MAA
1563
Matrix Asset Advisors
New York
$906K
CFG
1564
Cooper Financial Group
California
$903K
MWS
1565
MFA Wealth Services
California
$901K
CIAS
1566
Capital Investment Advisory Services
North Carolina
$899K
LWM
1567
LongView Wealth Management
Georgia
$889K
SWM
1568
SeaCrest Wealth Management
New York
$885K
BST
1569
Bath Savings Trust
Maine
$882K
WPW
1570
Warther Private Wealth
Ohio
$881K
CA
1571
Cambridge Advisors
Nebraska
$880K
SFM
1572
Signet Financial Management
New Jersey
$873K
TSS
1573
Taylor Securities Services
Pennsylvania
$872K
GWANC
1574
Guardian Wealth Advisors (North Carolina)
North Carolina
$872K
RMP
1575
Richards, Merrill & Peterson
Washington
$871K