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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
CAM
1576
Cidel Asset Management
Ontario, Canada
$871K
DFA
1577
Delta Financial Advisors
Louisiana
$868K
OCM
1578
Orleans Capital Management
Louisiana
$867K
BMC
1579
Benin Management Corp
Connecticut
$866K
IAN
1580
Integrated Advisors Network
Texas
$853K
LW
1581
Linscomb Wealth
Texas
$850K
AIM
1582
Advyzon Investment Management
Illinois
$849K
ME
1583
McIlrath & Eck
Washington
$848K
FWI
1584
Facet Wealth Inc
Maryland
$847K
PWP
1585
Pursue Wealth Partners
California
$847K
YIM
1586
Yoffe Investment Management
Pennsylvania
$847K
KA
1587
Kearns & Associates
California
$847K
IFU
1588
iSAM Funds (UK)
United Kingdom
$846K
ACM
1589
Aljian Capital Management
Nevada
$844K
OF
1590
Outfitter Financial
Maine
$842K
HGA
1591
Hobbs Group Advisors
South Carolina
$841K
BI
1592
Ballast Inc
Kentucky
$840K
SWA
1593
Sax Wealth Advisors
New Jersey
$839K
CBT
1594
Central Bank & Trust
Kentucky
$838K
TTWM
1595
TCV Trust & Wealth Management
Virginia
$837K
TW
1596
TritonPoint Wealth
Maryland
$834K
MFA
1597
Millington Financial Advisors
Illinois
$834K
LIA
1598
LS Investment Advisors
Michigan
$831K
OFS
1599
OneAscent Financial Services
Alabama
$830K
EFSCE
1600
Enterprise Financial Services Corp (EFSC)
Missouri
$829K