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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
SWM
1601
Shelton Wealth Management
Texas
$816K
KA
1602
Klingman & Associates
New York
$815K
FFA
1603
Fortune Financial Advisors
Kansas
$814K
HFM
1604
Hartford Financial Management
Connecticut
$814K
PWM
1605
Purus Wealth Management
California
$812K
FFM
1606
Forum Financial Management
Illinois
$811K
PWA
1607
Pitcairn Wealth Advisors
Pennsylvania
$810K
CM
1608
Castleark Management
Illinois
$809K
MSWM
1609
McGlone Suttner Wealth Management
Wisconsin
$808K
SWM
1610
Sendero Wealth Management
Texas
$807K
PWA
1611
Provenance Wealth Advisors
Florida
$801K
RI
1612
Ridgewood Investments
New Jersey
$801K
Bank Julius Baer & Co
1613
Bank Julius Baer & Co
Switzerland
$800K
SBCM
1614
Silverberg Bernstein Capital Management
New York
$800K
KCPG
1615
Kavar Capital Partners Group
Kansas
$799K
PTB
1616
Pioneer Trust Bank
Oregon
$799K
BDA
1617
Borer Denton & Associates
Pennsylvania
$798K
MSA
1618
Marino Stram & Associates
Massachusetts
$796K
BIG
1619
Brookwood Investment Group
Arizona
$795K
TCA
1620
Transcend Capital Advisors
New Jersey
$793K
PWPS
1621
Pinnacle Wealth Planning Services
Ohio
$792K
SGI
1622
Summit Global Investments
Utah
$792K
DDPIC
1623
Deroy & Devereaux Private Investment Counsel
Michigan
$792K
AFC
1624
AFT Forsyth & Company
Florida
$791K
UB
1625
Umpqua Bank
Oregon
$790K