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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
IP
1726
Indivisible Partners
Florida
$676K +$72.1K +215 +11%
NCM
1727
Northside Capital Management
Oregon
$676K -$83.8K -250 -10%
OWP
1728
ORG Wealth Partners
Texas
$672K +$4.36K +13 +0.6%
PAW
1729
Plan A Wealth
Nebraska
$672K +$37.6K +112 +5%
EWS
1730
Evergreen Wealth Solutions
Pennsylvania
$672K +$299K +893 +67%
RIA
1731
Rhodes Investment Advisors
Texas
$670K +$41.9K +125 +6%
BW
1732
Blalock Williams
Alabama
$670K +$541K +1,615 +270%
WFC
1733
Western Financial Corp
California
$669K -$2.57M -7,654 -78%
BFG
1734
Berger Financial Group
Minnesota
$668K +$52.6K +157 +8%
HCM
1735
Howland Capital Management
Massachusetts
$667K
CGIM
1736
Capital Group Investment Management
Singapore
$667K
PL
1737
Perpetual Ltd
Australia
$666K +$101K +300 +16%
SNBOSD
1738
Security National Bank of So Dak
Iowa
$665K
KIM
1739
Kane Investment Management
California
$664K -$84.5K -252 -10%
FCM
1740
Fell Capital Management
California
$662K -$33.5K -100 -4%
QPW
1741
Quantum Private Wealth
Florida
$662K
RPC
1742
Rossmore Private Capital
Connecticut
$662K -$16.1K -48 -2%
OL
1743
one8zero8 LLC
North Carolina
$658K -$231K -690 -24%
OP
1744
Oslo Pensjonsforsikring
$657K +$728K +2,172 New
SW
1745
Simplicity Wealth
New Jersey
$657K +$101K +302 +16%
WFA
1746
Wellspring Financial Advisors
Ohio
$656K -$167K -499 -19%
MG
1747
Marex Group
$653K -$49.8M -148,530 -99%
Members Trust
1748
Members Trust
Florida
$653K +$7.04K +21 +1%
MC
1749
Marest Capital
California
$653K +$395K +1,177 +120%
MAWA
1750
Moss Adams Wealth Advisors
Washington
$651K -$14.4K -43 -2%