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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
BW
1751
BIP Wealth
Georgia
$650K
PNFS
1752
PW Nova Financial Services
Pennsylvania
$649K
OWA
1753
Outlook Wealth Advisors
Texas
$649K
AC
1754
Addison Capital
Pennsylvania
$649K
HWM
1755
Horizon Wealth Management
Illinois
$648K
WC
1756
Waterloo Capital
Texas
$647K
1WA
1757
180 Wealth Advisors
Washington
$647K
LSA
1758
Lansing Street Advisors
Pennsylvania
$646K
BHWM
1759
Bar Harbor Wealth Management
New Hampshire
$646K
BSB
1760
Bangor Savings Bank
Maine
$644K
FPL
1761
Fortress Private Ledger
North Carolina
$641K
ESB
1762
Essex Savings Bank
Connecticut
$641K
WWM
1763
Whalen Wealth Management
Nevada
$641K
PG
1764
Patten Group
Tennessee
$641K
MIM
1765
Macroview Investment Management
Maryland
$640K
PJWM
1766
Philip James Wealth Mangement
Georgia
$638K
AA
1767
Alta Advisers
United Kingdom
$636K
AWM
1768
Aries Wealth Management
Maine
$635K
TWM
1769
Tanager Wealth Management
United Kingdom
$634K
WA
1770
Wealth Architects
California
$633K
LIA
1771
Limestone Investment Advisors
New York
$631K
SG
1772
StoneX Group
New York
$631K
VWA
1773
Visionary Wealth Advisors
Illinois
$630K
CNB
1774
Camden National Bank
Maine
$629K
TSWM
1775
Triangle Securities Wealth Management
North Carolina
$628K