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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
KA
1676
Kozak & Associates
Colorado
$722K
SC
1677
Sierra Capital
Florida
$722K
AWE
1678
Avidian Wealth Enterprises
Texas
$720K
WCG
1679
Weaver Consulting Group
California
$720K
CAI
1680
Capital Advisors Inc
Oklahoma
$718K
TNBTD
1681
Trustmark National Bank Trust Department
Mississippi
$714K
SRC
1682
Shufro Rose & Co
New York
$714K
NFG
1683
Northbridge Financial Group
Florida
$713K
RCM
1684
Raleigh Capital Management
North Carolina
$713K
SI
1685
Saxon Interests
Texas
$711K
JWBC
1686
John W. Bristol & Co
New York
$711K
DW30
1687
Drucker Wealth 3.0
New Jersey
$710K
MEG
1688
Millstone Evans Group
Colorado
$708K
DE
1689
Diversified Enterprises
Delaware
$707K
FPH
1690
Financial Planning Hawaii
Hawaii
$706K
PCG
1691
PFC Capital Group
California
$706K
SIS
1692
Sound Income Strategies
Florida
$705K
FIM
1693
FWL Investment Management
Texas
$704K
HBW
1694
Hazlett, Burt & Watson
West Virginia
$704K
MMG
1695
Monetary Management Group
Missouri
$703K
SCM
1696
Sage Capital Management
New Jersey
$703K
VAG
1697
VisionPoint Advisory Group
Texas
$701K
PHAM
1698
Palisades Hudson Asset Management
Florida
$700K
DE
1699
Defiance ETFs
New York
$700K
MWA
1700
Meridian Wealth Advisors
Texas
$696K