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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
1WA
1751
180 Wealth Advisors
Washington
$647K
LSA
1752
Lansing Street Advisors
Pennsylvania
$646K
BHWM
1753
Bar Harbor Wealth Management
New Hampshire
$646K
BSB
1754
Bangor Savings Bank
Maine
$644K
FPL
1755
Fortress Private Ledger
North Carolina
$641K
ESB
1756
Essex Savings Bank
Connecticut
$641K
WWM
1757
Whalen Wealth Management
Nevada
$641K
PG
1758
Patten Group
Tennessee
$641K
MIM
1759
Macroview Investment Management
Maryland
$640K
PJWM
1760
Philip James Wealth Mangement
Georgia
$638K
AA
1761
Alta Advisers
United Kingdom
$636K
AWM
1762
Aries Wealth Management
Maine
$635K
TWM
1763
Tanager Wealth Management
United Kingdom
$634K
WA
1764
Wealth Architects
California
$633K
LIA
1765
Limestone Investment Advisors
New York
$631K
SG
1766
StoneX Group
New York
$631K
VWA
1767
Visionary Wealth Advisors
Illinois
$630K
CNB
1768
Camden National Bank
Maine
$629K
TSWM
1769
Triangle Securities Wealth Management
North Carolina
$628K
CP
1770
Clarendon Private
Massachusetts
$626K
W
1771
Wealthquest
Ohio
$625K
MC
1772
Machina Capital
France
$624K
RCA
1773
Ranch Capital Advisors
Florida
$622K
MWA
1774
Midland Wealth Advisors
Illinois
$621K
CA
1775
Capital Advantage
California
$619K