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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
TC
1676
Trust Company
Kansas
$728K
CCA
1677
Coign Capital Advisors
Utah
$726K
ACM
1678
AUA Capital Management
Pennsylvania
$726K
CIM
1679
Confluence Investment Management
Missouri
$726K
EC
1680
EntryPoint Capital
New York
$723K
MFT
1681
Moisand Fitzgerald Tamayo
Florida
$722K
KA
1682
Kozak & Associates
Colorado
$722K
SC
1683
Sierra Capital
Florida
$722K
AWE
1684
Avidian Wealth Enterprises
Texas
$720K
WCG
1685
Weaver Consulting Group
California
$720K
CAI
1686
Capital Advisors Inc
Oklahoma
$718K
TNBTD
1687
Trustmark National Bank Trust Department
Mississippi
$714K
SRC
1688
Shufro Rose & Co
New York
$714K
NFG
1689
Northbridge Financial Group
Florida
$713K
RCM
1690
Raleigh Capital Management
North Carolina
$713K
SI
1691
Saxon Interests
Texas
$711K
JWBC
1692
John W. Bristol & Co
New York
$711K
DW30
1693
Drucker Wealth 3.0
New Jersey
$710K
MEG
1694
Millstone Evans Group
Colorado
$708K
DE
1695
Diversified Enterprises
Delaware
$707K
FPH
1696
Financial Planning Hawaii
Hawaii
$706K
PCG
1697
PFC Capital Group
California
$706K
SIS
1698
Sound Income Strategies
Florida
$705K
FIM
1699
FWL Investment Management
Texas
$704K
HBW
1700
Hazlett, Burt & Watson
West Virginia
$704K