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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
NCM
1726
Northside Capital Management
Oregon
$676K
OWP
1727
ORG Wealth Partners
Texas
$672K
PAW
1728
Plan A Wealth
Nebraska
$672K
EWS
1729
Evergreen Wealth Solutions
Pennsylvania
$672K
RIA
1730
Rhodes Investment Advisors
Texas
$670K
BW
1731
Blalock Williams
Alabama
$670K
WFC
1732
Western Financial Corp
California
$669K
BFG
1733
Berger Financial Group
Minnesota
$668K
HCM
1734
Howland Capital Management
Massachusetts
$667K
CGIM
1735
Capital Group Investment Management
Singapore
$667K
PL
1736
Perpetual Ltd
Australia
$666K
SNBOSD
1737
Security National Bank of So Dak
Iowa
$665K
KIM
1738
Kane Investment Management
California
$664K
FCM
1739
Fell Capital Management
California
$662K
QPW
1740
Quantum Private Wealth
Florida
$662K
RPC
1741
Rossmore Private Capital
Connecticut
$662K
OL
1742
one8zero8 LLC
North Carolina
$658K
OP
1743
Oslo Pensjonsforsikring
$657K
SW
1744
Simplicity Wealth
New Jersey
$657K
WFA
1745
Wellspring Financial Advisors
Ohio
$656K
MG
1746
Marex Group
$653K
Members Trust
1747
Members Trust
Florida
$653K
MC
1748
Marest Capital
California
$653K
MAWA
1749
Moss Adams Wealth Advisors
Washington
$651K
PF
1750
Phoenix Financial
Israel
$650K