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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
RMP
1576
Richards, Merrill & Peterson
Washington
$871K -$6.04K -18 -0.6%
CAM
1577
Cidel Asset Management
Ontario, Canada
$871K +$145K +431 +18%
DFA
1578
Delta Financial Advisors
Louisiana
$868K +$136K +406 +16%
OCM
1579
Orleans Capital Management
Louisiana
$867K
BMC
1580
Benin Management Corp
Connecticut
$866K +$24.8K +74 +3%
IAN
1581
Integrated Advisors Network
Texas
$853K -$2.88M -8,581 -75%
LW
1582
Linscomb Wealth
Texas
$850K +$19.1K +57 +2%
AIM
1583
Advyzon Investment Management
Illinois
$849K +$246K +734 +35%
ME
1584
McIlrath & Eck
Washington
$848K
FWI
1585
Facet Wealth Inc
Maryland
$847K +$184K +550 +24%
PWP
1586
Pursue Wealth Partners
California
$847K
YIM
1587
Yoffe Investment Management
Pennsylvania
$847K
KA
1588
Kearns & Associates
California
$847K
IFU
1589
iSAM Funds (UK)
United Kingdom
$846K -$34.9K -104 -4%
ACM
1590
Aljian Capital Management
Nevada
$844K -$2.35K -7 -0.3%
OF
1591
Outfitter Financial
Maine
$842K +$109K +325 +13%
HGA
1592
Hobbs Group Advisors
South Carolina
$841K
BI
1593
Ballast Inc
Kentucky
$840K -$26.2K -78 -3%
SWA
1594
Sax Wealth Advisors
New Jersey
$839K -$51.3K -153 -6%
CBT
1595
Central Bank & Trust
Kentucky
$838K +$50.3K +150 +6%
TTWM
1596
TCV Trust & Wealth Management
Virginia
$837K -$32.9K -98 -3%
TW
1597
TritonPoint Wealth
Maryland
$834K +$8.72K +26 +1%
MFA
1598
Millington Financial Advisors
Illinois
$834K +$8.38K +25 +1%
LIA
1599
LS Investment Advisors
Michigan
$831K -$91.5K -273 -9%
OFS
1600
OneAscent Financial Services
Alabama
$830K +$105K +314 +13%