We are live on ! Find out more
AXP icon

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
BIG
1626
Brookwood Investment Group
Arizona
$795K -$13.7K -41 -2%
TCA
1627
Transcend Capital Advisors
New Jersey
$793K +$177K +529 +25%
PWPS
1628
Pinnacle Wealth Planning Services
Ohio
$792K +$59.7K +178 +7%
SGI
1629
Summit Global Investments
Utah
$792K +$18.4K +55 +2%
DDPIC
1630
Deroy & Devereaux Private Investment Counsel
Michigan
$792K +$165K +491 +23%
AFC
1631
AFT Forsyth & Company
Florida
$791K
UB
1632
Umpqua Bank
Oregon
$790K -$2.01K -6 -0.2%
CW
1633
Channel Wealth
California
$788K -$7.04K -21 -0.8%
GLLW
1634
Graves Light Lenhart Wealth
Virginia
$787K -$2.35K -7 -0.3%
FMI
1635
F/M Investments
District of Columbia
$786K -$6.17M -18,400 -88%
MIP
1636
Marietta Investment Partners
Wisconsin
$786K
DT
1637
DV Trading
Illinois
$785K +$870K +2,596 New
CFG
1638
Chapman Financial Group
Hawaii
$782K -$107K -318 -11%
SIA
1639
SkyView Investment Advisors
New Jersey
$781K -$12.7K -38 -1%
EB
1640
Exchange Bank
California
$777K -$16.1K -48 -2%
SL
1641
Sentinus LLC
Illinois
$775K +$133K +397 +18%
ANBT
1642
American National Bank & Trust
Texas
$774K -$1.34K -4 -0.2%
RFG
1643
RFP Financial Group
Georgia
$774K -$26.8K -80 -3%
MCM
1644
Magnolia Capital Management
New York
$773K +$186K +555 +28%
APP
1645
Avantax Planning Partners
Iowa
$771K +$1.01K +3 +0.1%
ITIM
1646
Indiana Trust & Investment Management
Indiana
$764K -$73.4K -219 -8%
TLCM
1647
Twin Lakes Capital Management
California
$764K -$19.4K -58 -2%
AF
1648
Arrow Financial
New York
$759K -$111K -330 -12%
PVM
1649
Palogic Value Management
Texas
$758K
AA
1650
Auxano Advisors
Washington
$756K -$16.1K -48 -2%