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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
DIM
1676
Delta Investment Management
California
$729K +$671 +2 +0.1%
TC
1677
Trust Company
Kansas
$728K
CCA
1678
Coign Capital Advisors
Utah
$726K -$2.35K -7 -0.3%
ACM
1679
AUA Capital Management
Pennsylvania
$726K
CIM
1680
Confluence Investment Management
Missouri
$726K
EC
1681
EntryPoint Capital
New York
$723K +$330K +984 +70%
MFT
1682
Moisand Fitzgerald Tamayo
Florida
$722K -$16.8K -50 -2%
KA
1683
Kozak & Associates
Colorado
$722K +$671 +2 +0.1%
SC
1684
Sierra Capital
Florida
$722K +$464K +1,385 +138%
AWE
1685
Avidian Wealth Enterprises
Texas
$720K -$33.5K -100 -4%
WCG
1686
Weaver Consulting Group
California
$720K -$7.38K -22 -0.9%
CAI
1687
Capital Advisors Inc
Oklahoma
$718K +$228K +680 +40%
TNBTD
1688
Trustmark National Bank Trust Department
Mississippi
$714K -$167K -499 -17%
SRC
1689
Shufro Rose & Co
New York
$714K -$102K -304 -11%
NFG
1690
Northbridge Financial Group
Florida
$713K +$49.6K +148 +7%
RCM
1691
Raleigh Capital Management
North Carolina
$713K +$166K +494 +27%
SI
1692
Saxon Interests
Texas
$711K -$816K -2,434 -51%
JWBC
1693
John W. Bristol & Co
New York
$711K
DW30
1694
Drucker Wealth 3.0
New Jersey
$710K -$12.7K -38 -2%
MEG
1695
Millstone Evans Group
Colorado
$708K
DE
1696
Diversified Enterprises
Delaware
$707K -$7.71K -23 -1%
FPH
1697
Financial Planning Hawaii
Hawaii
$706K +$26.8K +80 +4%
PCG
1698
PFC Capital Group
California
$706K
SIS
1699
Sound Income Strategies
Florida
$705K -$14.1K -42 -2%
FIM
1700
FWL Investment Management
Texas
$704K +$634K +1,890 +432%