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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
MFG
1601
Midwest Financial Group
Kansas
$827K
CCG
1602
Cypress Capital Group
Florida
$824K
IA
1603
Integrity Alliance
Iowa
$820K
BW
1604
Basepoint Wealth
Iowa
$820K
LAM
1605
L2 Asset Management
Massachusetts
$817K
MAM
1606
MWA Asset Management
Massachusetts
$817K
SWM
1607
Shelton Wealth Management
Texas
$816K
KA
1608
Klingman & Associates
New York
$815K
FFA
1609
Fortune Financial Advisors
Kansas
$814K
HFM
1610
Hartford Financial Management
Connecticut
$814K
PWM
1611
Purus Wealth Management
California
$812K
FFM
1612
Forum Financial Management
Illinois
$811K
PWA
1613
Pitcairn Wealth Advisors
Pennsylvania
$810K
CM
1614
Castleark Management
Illinois
$809K
MSWM
1615
McGlone Suttner Wealth Management
Wisconsin
$808K
SWM
1616
Sendero Wealth Management
Texas
$807K
PWA
1617
Provenance Wealth Advisors
Florida
$801K
RI
1618
Ridgewood Investments
New Jersey
$801K
Bank Julius Baer & Co
1619
Bank Julius Baer & Co
Switzerland
$800K
SBCM
1620
Silverberg Bernstein Capital Management
New York
$800K
KCPG
1621
Kavar Capital Partners Group
Kansas
$799K
PTB
1622
Pioneer Trust Bank
Oregon
$799K
BDA
1623
Borer Denton & Associates
Pennsylvania
$798K
MSA
1624
Marino Stram & Associates
Massachusetts
$796K
BIG
1625
Brookwood Investment Group
Arizona
$795K