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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 189 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: 3,0252,885 (-140)

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)

33% less first-time investments, than exits

New positions opened: 189 | Existing positions closed: 283

34% less funds holding in top 10

Funds holding in top 10: 10771 (-36)

Holders
2,885
Holders Change
-140
Holders Change %
-4.63%
% 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
189
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
EFSCE
1601
Enterprise Financial Services Corp (EFSC)
Missouri
$829K +$197K +588 +27%
MFG
1602
Midwest Financial Group
Kansas
$827K
CCG
1603
Cypress Capital Group
Florida
$824K
IA
1604
Integrity Alliance
Iowa
$820K -$951K -2,836 -51%
BW
1605
Basepoint Wealth
Iowa
$820K -$5.37K -16 -0.6%
LAM
1606
L2 Asset Management
Massachusetts
$817K -$178K -530 -16%
MAM
1607
MWA Asset Management
Massachusetts
$817K +$162K +482 +22%
SWM
1608
Shelton Wealth Management
Texas
$816K +$904K +2,697 New
KA
1609
Klingman & Associates
New York
$815K +$1.01K +3 +0.1%
FFA
1610
Fortune Financial Advisors
Kansas
$814K -$32.9K -98 -4%
HFM
1611
Hartford Financial Management
Connecticut
$814K
PWM
1612
Purus Wealth Management
California
$812K -$27.2K -81 -3%
FFM
1613
Forum Financial Management
Illinois
$811K -$1.8M -5,364 -67%
PWA
1614
Pitcairn Wealth Advisors
Pennsylvania
$810K
CM
1615
Castleark Management
Illinois
$809K
MSWM
1616
McGlone Suttner Wealth Management
Wisconsin
$808K +$335 +1 +0%
SWM
1617
Sendero Wealth Management
Texas
$807K -$13.4K -40 -1%
PWA
1618
Provenance Wealth Advisors
Florida
$801K -$1.68K -5 -0.2%
RI
1619
Ridgewood Investments
New Jersey
$801K +$888K +2,647 New
Bank Julius Baer & Co
1620
Bank Julius Baer & Co
Switzerland
$800K +$476K +1,420 +116%
SBCM
1621
Silverberg Bernstein Capital Management
New York
$800K
KCPG
1622
Kavar Capital Partners Group
Kansas
$799K +$93.5K +279 +12%
PTB
1623
Pioneer Trust Bank
Oregon
$799K +$13.4K +40 +2%
BDA
1624
Borer Denton & Associates
Pennsylvania
$798K -$16.8K -50 -2%
MSA
1625
Marino Stram & Associates
Massachusetts
$796K +$16.1K +48 +2%