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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
AIM
1576
Advyzon Investment Management
Illinois
$849K
ME
1577
McIlrath & Eck
Washington
$848K
FWI
1578
Facet Wealth Inc
Maryland
$847K
PWP
1579
Pursue Wealth Partners
California
$847K
YIM
1580
Yoffe Investment Management
Pennsylvania
$847K
KA
1581
Kearns & Associates
California
$847K
IFU
1582
iSAM Funds (UK)
United Kingdom
$846K
ACM
1583
Aljian Capital Management
Nevada
$844K
OF
1584
Outfitter Financial
Maine
$842K
HGA
1585
Hobbs Group Advisors
South Carolina
$841K
BI
1586
Ballast Inc
Kentucky
$840K
SWA
1587
Sax Wealth Advisors
New Jersey
$839K
CBT
1588
Central Bank & Trust
Kentucky
$838K
TTWM
1589
TCV Trust & Wealth Management
Virginia
$837K
TW
1590
TritonPoint Wealth
Maryland
$834K
MFA
1591
Millington Financial Advisors
Illinois
$834K
LIA
1592
LS Investment Advisors
Michigan
$831K
OFS
1593
OneAscent Financial Services
Alabama
$830K
EFSCE
1594
Enterprise Financial Services Corp (EFSC)
Missouri
$829K
MFG
1595
Midwest Financial Group
Kansas
$827K
CCG
1596
Cypress Capital Group
Florida
$824K
IA
1597
Integrity Alliance
Iowa
$820K
BW
1598
Basepoint Wealth
Iowa
$820K
LAM
1599
L2 Asset Management
Massachusetts
$817K
MAM
1600
MWA Asset Management
Massachusetts
$817K