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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
TCA
1626
Transcend Capital Advisors
New Jersey
$793K
PWPS
1627
Pinnacle Wealth Planning Services
Ohio
$792K
SGI
1628
Summit Global Investments
Utah
$792K
DDPIC
1629
Deroy & Devereaux Private Investment Counsel
Michigan
$792K
AFC
1630
AFT Forsyth & Company
Florida
$791K
UB
1631
Umpqua Bank
Oregon
$790K
CW
1632
Channel Wealth
California
$788K
GLLW
1633
Graves Light Lenhart Wealth
Virginia
$787K
FMI
1634
F/M Investments
District of Columbia
$786K
MIP
1635
Marietta Investment Partners
Wisconsin
$786K
DT
1636
DV Trading
Illinois
$785K
CFG
1637
Chapman Financial Group
Hawaii
$782K
SIA
1638
SkyView Investment Advisors
New Jersey
$781K
EB
1639
Exchange Bank
California
$777K
SL
1640
Sentinus LLC
Illinois
$775K
ANBT
1641
American National Bank & Trust
Texas
$774K
RFG
1642
RFP Financial Group
Georgia
$774K
MCM
1643
Magnolia Capital Management
New York
$773K
APP
1644
Avantax Planning Partners
Iowa
$771K
ITIM
1645
Indiana Trust & Investment Management
Indiana
$764K
TLCM
1646
Twin Lakes Capital Management
California
$764K
AF
1647
Arrow Financial
New York
$759K
PVM
1648
Palogic Value Management
Texas
$758K
AA
1649
Auxano Advisors
Washington
$756K
WBC
1650
West Branch Capital
Massachusetts
$756K