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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
PF
1751
Phoenix Financial
Israel
$650K -$304K -906 -30%
BW
1752
BIP Wealth
Georgia
$650K -$246K -734 -25%
PNFS
1753
PW Nova Financial Services
Pennsylvania
$649K +$720K +2,147 New
OWA
1754
Outlook Wealth Advisors
Texas
$649K -$13.7K -41 -2%
AC
1755
Addison Capital
Pennsylvania
$649K
HWM
1756
Horizon Wealth Management
Illinois
$648K +$671 +2 +0.1%
WC
1757
Waterloo Capital
Texas
$647K -$71.1K -212 -9%
1WA
1758
180 Wealth Advisors
Washington
$647K -$705K -2,102 -50%
LSA
1759
Lansing Street Advisors
Pennsylvania
$646K +$244K +727 +52%
BHWM
1760
Bar Harbor Wealth Management
New Hampshire
$646K +$3.02K +9 +0.4%
BSB
1761
Bangor Savings Bank
Maine
$644K
FPL
1762
Fortress Private Ledger
North Carolina
$641K +$14.8K +44 +2%
ESB
1763
Essex Savings Bank
Connecticut
$641K -$175K -522 -20%
WWM
1764
Whalen Wealth Management
Nevada
$641K -$103K -306 -13%
PG
1765
Patten Group
Tennessee
$641K +$139K +414 +24%
MIM
1766
Macroview Investment Management
Maryland
$640K -$18.8K -56 -3%
PJWM
1767
Philip James Wealth Mangement
Georgia
$638K
AA
1768
Alta Advisers
United Kingdom
$636K
AWM
1769
Aries Wealth Management
Maine
$635K
TWM
1770
Tanager Wealth Management
United Kingdom
$634K +$26.5K +79 +4%
WA
1771
Wealth Architects
California
$633K -$2.35K -7 -0.3%
LIA
1772
Limestone Investment Advisors
New York
$631K +$700K +2,087 New
SG
1773
StoneX Group
New York
$631K -$217K -646 -24%
VWA
1774
Visionary Wealth Advisors
Illinois
$630K -$42.9K -128 -6%
CNB
1775
Camden National Bank
Maine
$629K -$8.72K -26 -1%