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American Express

2,871 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
2,871
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
CCC
1701
Compass Capital Corp
Massachusetts
$696K
CAM
1702
Costello Asset Management
Pennsylvania
$696K
RRA
1703
Round Rock Advisors
Connecticut
$695K
BHIA
1704
Birch Hill Investment Advisors
Massachusetts
$690K
OWA
1705
One Wealth Advisors
California
$690K
MA
1706
MONECO Advisors
Connecticut
$685K
TVPW
1707
Third View Private Wealth
Connecticut
$685K
CWM
1708
Connecticut Wealth Management
Connecticut
$685K
UCB
1709
United Community Bank
South Carolina
$684K
CIS
1710
Custom Index Systems
New York
$684K
CWM
1711
Consultiva Wealth Management
Puerto Rico
$684K
RPGK
1712
Retirement Planning Group (Kansas)
Kansas
$684K
ATFA
1713
All Terrain Financial Advisors
Minnesota
$683K
SWP
1714
Summit Wealth Partners
Florida
$683K
EAM
1715
Empirical Asset Management
Massachusetts
$683K
KFGK
1716
Keystone Financial Group (Kentucky)
Kentucky
$681K
TIA
1717
Traphagen Investment Advisors
New Jersey
$680K
MW
1718
MBL Wealth
North Carolina
$679K
IP
1719
Indivisible Partners
Florida
$676K
NCM
1720
Northside Capital Management
Oregon
$676K
OWP
1721
ORG Wealth Partners
Texas
$672K
PAW
1722
Plan A Wealth
Nebraska
$672K
EWS
1723
Evergreen Wealth Solutions
Pennsylvania
$672K
RIA
1724
Rhodes Investment Advisors
Texas
$670K
BW
1725
Blalock Williams
Alabama
$670K