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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
SFG
1776
Sunburst Financial Group
Alabama
$619K
HFS
1777
Hantz Financial Services
Michigan
$618K
PCA
1778
Prosperity Capital Advisors
Ohio
$618K
CA
1779
Claro Advisors
Massachusetts
$616K
HFM
1780
Harvest Fund Management
China
$615K
PWP
1781
Precedent Wealth Partners
Texas
$615K
HCM
1782
Howard Capital Management
Georgia
$614K
EGWAG
1783
Elwood & Goetz Wealth Advisory Group
Georgia
$614K
EGM
1784
Engineers Gate Manager
New York
$614K
SWMP
1785
Signature Wealth Management Partners
New Jersey
$614K
E
1786
Evansbrook
Illinois
$613K
YIH
1787
Y-Intercept (HK)
Hong Kong
$612K
CG
1788
Curat Global
New Hampshire
$609K
SCA
1789
Sippican Capital Advisors
Massachusetts
$609K
SLA
1790
Silver Lake Advisory
Utah
$608K
BFS
1791
BridgePort Financial Solutions
Iowa
$608K
HA
1792
Harbor Advisors
Florida
$605K
FWA
1793
FSM Wealth Advisors
Ohio
$605K
EFM
1794
E Fund Management
China
$605K
TWM
1795
Thrive Wealth Management
Pennsylvania
$604K
WG
1796
Wellington Group
Indiana
$603K
ATS
1797
Ashton Thomas Securities
New York
$598K
KP
1798
Keel Point
Alabama
$597K
TA
1799
TrueWealth Advisors
Alabama
$597K
GCA
1800
Genesee Capital Advisors
New York
$596K