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