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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
WBC
1651
West Branch Capital
Massachusetts
$756K -$169K -504 -17%
CBT
1652
CoreFirst Bank & Trust
Kansas
$754K -$5.03K -15 -0.6%
GFP
1653
Gryphon Financial Partners
Ohio
$753K +$12.1K +36 +1%
USB
1654
Union Savings Bank
Connecticut
$751K -$8.72K -26 -1%
GAA
1655
Global Assets Advisory
Florida
$751K +$208K +619 +33%
SB
1656
Strategic Blueprint
Georgia
$750K +$68.4K +204 +9%
CTWM
1657
Cherry Tree Wealth Management
Minnesota
$750K
AI
1658
Arvest Investments
Arkansas
$750K -$9.39K -28 -1%
DIP
1659
DT Investment Partners
Pennsylvania
$749K
FSAG
1660
Financial Solutions Advisory Group
Illinois
$749K +$830K +2,475 New
KF
1661
KKM Financial
Illinois
$748K
RFP
1662
Root Financial Partners
California
$746K +$149K +444 +22%
PWA
1663
Phoenix Wealth Advisors
North Carolina
$745K -$82.1K -245 -9%
MAM
1664
McLean Asset Management
Virginia
$743K -$8.38K -25 -1%
PIA
1665
Perennial Investment Advisors
California
$743K +$80.1K +239 +11%
SIA
1666
SGL Investment Advisors
Montana
$741K +$1.68K +5 +0.2%
OWA
1667
Opal Wealth Advisors
New York
$740K +$2.35K +7 +0.3%
ONST
1668
Old North State Trust
North Carolina
$738K +$130K +389 +19%
JSSH
1669
J. Safra Sarasin Holding
$737K -$1.91M -5,682 -70%
UIM
1670
Unified Investment Management
Georgia
$736K -$32.9K -98 -4%
TWM
1671
TRB Wealth Management
Texas
$736K +$815K +2,432 New
CB
1672
Centennial Bank
Arkansas
$735K -$168K -500 -17%
SFG
1673
Sovereign Financial Group
Connecticut
$733K +$116K +345 +17%
WIA
1674
Westbourne Investment Advisors
Maryland
$730K
SMA
1675
Seven Mile Advisory
New Jersey
$730K -$384K -1,144 -32%