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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
HBW
1701
Hazlett, Burt & Watson
West Virginia
$704K +$335 +1 +0%
MMG
1702
Monetary Management Group
Missouri
$703K -$16.8K -50 -2%
SCM
1703
Sage Capital Management
New Jersey
$703K
VAG
1704
VisionPoint Advisory Group
Texas
$701K +$4.69K +14 +0.6%
PHAM
1705
Palisades Hudson Asset Management
Florida
$700K
DE
1706
Defiance ETFs
New York
$700K +$776K +2,313 New
MWA
1707
Meridian Wealth Advisors
Texas
$696K -$14.1K -42 -2%
CCC
1708
Compass Capital Corp
Massachusetts
$696K -$9.05K -27 -1%
CAM
1709
Costello Asset Management
Pennsylvania
$696K +$468K +1,396 +154%
RRA
1710
Round Rock Advisors
Connecticut
$695K -$30.5K -91 -4%
BHIA
1711
Birch Hill Investment Advisors
Massachusetts
$690K
OWA
1712
One Wealth Advisors
California
$690K +$11.1K +33 +1%
MA
1713
MONECO Advisors
Connecticut
$685K +$36.5K +109 +5%
TVPW
1714
Third View Private Wealth
Connecticut
$685K +$65K +194 +9%
CWM
1715
Connecticut Wealth Management
Connecticut
$685K +$9.05K +27 +1%
UCB
1716
United Community Bank
South Carolina
$684K -$204K -608 -21%
CIS
1717
Custom Index Systems
New York
$684K -$1.68K -5 -0.2%
CWM
1718
Consultiva Wealth Management
Puerto Rico
$684K
RPGK
1719
Retirement Planning Group (Kansas)
Kansas
$684K +$117K +349 +18%
ATFA
1720
All Terrain Financial Advisors
Minnesota
$683K
SWP
1721
Summit Wealth Partners
Florida
$683K +$757K +2,257 New
EAM
1722
Empirical Asset Management
Massachusetts
$683K -$99.9K -298 -12%
KFGK
1723
Keystone Financial Group (Kentucky)
Kentucky
$681K +$46.9K +140 +7%
TIA
1724
Traphagen Investment Advisors
New Jersey
$680K -$6.04K -18 -0.8%
MW
1725
MBL Wealth
North Carolina
$679K +$13.7K +41 +2%