AXP icon

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
WFC
1726
Western Financial Corp
California
$669K
BFG
1727
Berger Financial Group
Minnesota
$668K
HCM
1728
Howland Capital Management
Massachusetts
$667K
CGIM
1729
Capital Group Investment Management
Singapore
$667K
PL
1730
Perpetual Ltd
Australia
$666K
SNBOSD
1731
Security National Bank of So Dak
Iowa
$665K
KIM
1732
Kane Investment Management
California
$664K
FCM
1733
Fell Capital Management
California
$662K
QPW
1734
Quantum Private Wealth
Florida
$662K
RPC
1735
Rossmore Private Capital
Connecticut
$662K
OL
1736
one8zero8 LLC
North Carolina
$658K
OP
1737
Oslo Pensjonsforsikring
$657K
SW
1738
Simplicity Wealth
New Jersey
$657K
WFA
1739
Wellspring Financial Advisors
Ohio
$656K
MG
1740
Marex Group
$653K
Members Trust
1741
Members Trust
Florida
$653K
MC
1742
Marest Capital
California
$653K
MAWA
1743
Moss Adams Wealth Advisors
Washington
$651K
PF
1744
Phoenix Financial
Israel
$650K
BW
1745
BIP Wealth
Georgia
$650K
PNFS
1746
PW Nova Financial Services
Pennsylvania
$649K
OWA
1747
Outlook Wealth Advisors
Texas
$649K
AC
1748
Addison Capital
Pennsylvania
$649K
HWM
1749
Horizon Wealth Management
Illinois
$648K
WC
1750
Waterloo Capital
Texas
$647K