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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
CW
1626
Channel Wealth
California
$788K
GLLW
1627
Graves Light Lenhart Wealth
Virginia
$787K
FMI
1628
F/M Investments
District of Columbia
$786K
MIP
1629
Marietta Investment Partners
Wisconsin
$786K
DT
1630
DV Trading
Illinois
$785K
CFG
1631
Chapman Financial Group
Hawaii
$782K
SIA
1632
SkyView Investment Advisors
New Jersey
$781K
EB
1633
Exchange Bank
California
$777K
SL
1634
Sentinus LLC
Illinois
$775K
ANBT
1635
American National Bank & Trust
Texas
$774K
RFG
1636
RFP Financial Group
Georgia
$774K
MCM
1637
Magnolia Capital Management
New York
$773K
APP
1638
Avantax Planning Partners
Iowa
$771K
ITIM
1639
Indiana Trust & Investment Management
Indiana
$764K
TLCM
1640
Twin Lakes Capital Management
California
$764K
AF
1641
Arrow Financial
New York
$759K
PVM
1642
Palogic Value Management
Texas
$758K
AA
1643
Auxano Advisors
Washington
$756K
WBC
1644
West Branch Capital
Massachusetts
$756K
CBT
1645
CoreFirst Bank & Trust
Kansas
$754K
GFP
1646
Gryphon Financial Partners
Ohio
$753K
USB
1647
Union Savings Bank
Connecticut
$751K
GAA
1648
Global Assets Advisory
Florida
$751K
SB
1649
Strategic Blueprint
Georgia
$750K
CTWM
1650
Cherry Tree Wealth Management
Minnesota
$750K