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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
CBT
1651
CoreFirst Bank & Trust
Kansas
$754K
GFP
1652
Gryphon Financial Partners
Ohio
$753K
USB
1653
Union Savings Bank
Connecticut
$751K
GAA
1654
Global Assets Advisory
Florida
$751K
SB
1655
Strategic Blueprint
Georgia
$750K
CTWM
1656
Cherry Tree Wealth Management
Minnesota
$750K
AI
1657
Arvest Investments
Arkansas
$750K
DIP
1658
DT Investment Partners
Pennsylvania
$749K
FSAG
1659
Financial Solutions Advisory Group
Illinois
$749K
KF
1660
KKM Financial
Illinois
$748K
RFP
1661
Root Financial Partners
California
$746K
PWA
1662
Phoenix Wealth Advisors
North Carolina
$745K
MAM
1663
McLean Asset Management
Virginia
$743K
PIA
1664
Perennial Investment Advisors
California
$743K
SIA
1665
SGL Investment Advisors
Montana
$741K
OWA
1666
Opal Wealth Advisors
New York
$740K
ONST
1667
Old North State Trust
North Carolina
$738K
JSSH
1668
J. Safra Sarasin Holding
$737K
UIM
1669
Unified Investment Management
Georgia
$736K
TWM
1670
TRB Wealth Management
Texas
$736K
CB
1671
Centennial Bank
Arkansas
$735K
SFG
1672
Sovereign Financial Group
Connecticut
$733K
WIA
1673
Westbourne Investment Advisors
Maryland
$730K
SMA
1674
Seven Mile Advisory
New Jersey
$730K
DIM
1675
Delta Investment Management
California
$729K