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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
MMG
1701
Monetary Management Group
Missouri
$703K
SCM
1702
Sage Capital Management
New Jersey
$703K
VAG
1703
VisionPoint Advisory Group
Texas
$701K
PHAM
1704
Palisades Hudson Asset Management
Florida
$700K
DE
1705
Defiance ETFs
New York
$700K
MWA
1706
Meridian Wealth Advisors
Texas
$696K
CCC
1707
Compass Capital Corp
Massachusetts
$696K
CAM
1708
Costello Asset Management
Pennsylvania
$696K
RRA
1709
Round Rock Advisors
Connecticut
$695K
BHIA
1710
Birch Hill Investment Advisors
Massachusetts
$690K
OWA
1711
One Wealth Advisors
California
$690K
MA
1712
MONECO Advisors
Connecticut
$685K
TVPW
1713
Third View Private Wealth
Connecticut
$685K
CWM
1714
Connecticut Wealth Management
Connecticut
$685K
UCB
1715
United Community Bank
South Carolina
$684K
CIS
1716
Custom Index Systems
New York
$684K
CWM
1717
Consultiva Wealth Management
Puerto Rico
$684K
RPGK
1718
Retirement Planning Group (Kansas)
Kansas
$684K
ATFA
1719
All Terrain Financial Advisors
Minnesota
$683K
SWP
1720
Summit Wealth Partners
Florida
$683K
EAM
1721
Empirical Asset Management
Massachusetts
$683K
KFGK
1722
Keystone Financial Group (Kentucky)
Kentucky
$681K
TIA
1723
Traphagen Investment Advisors
New Jersey
$680K
MW
1724
MBL Wealth
North Carolina
$679K
IP
1725
Indivisible Partners
Florida
$676K