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American Express

2,884 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, 1,218 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
2,884
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
TSWM
1776
Triangle Securities Wealth Management
North Carolina
$628K
CP
1777
Clarendon Private
Massachusetts
$626K
W
1778
Wealthquest
Ohio
$625K
MC
1779
Machina Capital
France
$624K
RCA
1780
Ranch Capital Advisors
Florida
$622K
MWA
1781
Midland Wealth Advisors
Illinois
$621K
CA
1782
Capital Advantage
California
$619K
SFG
1783
Sunburst Financial Group
Alabama
$619K
HFS
1784
Hantz Financial Services
Michigan
$618K
PCA
1785
Prosperity Capital Advisors
Ohio
$618K
CA
1786
Claro Advisors
Massachusetts
$616K
HFM
1787
Harvest Fund Management
China
$615K
PWP
1788
Precedent Wealth Partners
Texas
$615K
HCM
1789
Howard Capital Management
Georgia
$614K
EGWAG
1790
Elwood & Goetz Wealth Advisory Group
Georgia
$614K
EGM
1791
Engineers Gate Manager
New York
$614K
SWMP
1792
Signature Wealth Management Partners
New Jersey
$614K
E
1793
Evansbrook
Illinois
$613K
YIH
1794
Y-Intercept (HK)
Hong Kong
$612K
CG
1795
Curat Global
New Hampshire
$609K
SCA
1796
Sippican Capital Advisors
Massachusetts
$609K
SLA
1797
Silver Lake Advisory
Utah
$608K
BFS
1798
BridgePort Financial Solutions
Iowa
$608K
HA
1799
Harbor Advisors
Florida
$605K
FWA
1800
FSM Wealth Advisors
Ohio
$605K