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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
AI
1651
Arvest Investments
Arkansas
$750K
DIP
1652
DT Investment Partners
Pennsylvania
$749K
FSAG
1653
Financial Solutions Advisory Group
Illinois
$749K
KF
1654
KKM Financial
Illinois
$748K
RFP
1655
Root Financial Partners
California
$746K
PWA
1656
Phoenix Wealth Advisors
North Carolina
$745K
MAM
1657
McLean Asset Management
Virginia
$743K
PIA
1658
Perennial Investment Advisors
California
$743K
SIA
1659
SGL Investment Advisors
Montana
$741K
OWA
1660
Opal Wealth Advisors
New York
$740K
ONST
1661
Old North State Trust
North Carolina
$738K
JSSH
1662
J. Safra Sarasin Holding
$737K
UIM
1663
Unified Investment Management
Georgia
$736K
TWM
1664
TRB Wealth Management
Texas
$736K
CB
1665
Centennial Bank
Arkansas
$735K
SFG
1666
Sovereign Financial Group
Connecticut
$733K
WIA
1667
Westbourne Investment Advisors
Maryland
$730K
SMA
1668
Seven Mile Advisory
New Jersey
$730K
DIM
1669
Delta Investment Management
California
$729K
TC
1670
Trust Company
Kansas
$728K
CCA
1671
Coign Capital Advisors
Utah
$726K
ACM
1672
AUA Capital Management
Pennsylvania
$726K
CIM
1673
Confluence Investment Management
Missouri
$726K
EC
1674
EntryPoint Capital
New York
$723K
MFT
1675
Moisand Fitzgerald Tamayo
Florida
$722K